Hello Pezz, Today's Report:
1. I gave Operation secret code "____" a respite, and yet, the share price held firm. I see one risk with the share, and it is the risk of bird flu. But then bird flu is not just a risk to "____" business, but a menace to everything else. In any case, I will give the respite a few days, and see. The position size is already puke-inducing huge.
2. I also purchased some taels of paper gold at HKD 5,312/tael (1 tael = 1.2 oz, HKD 7.78 = USD 1.00), perhaps as much as 1/20 of what I sold when gold was at USD 680/oz. I cannot say I made a brave move :0) The journey is long, view is good, and company fine, so we might as well enjoy the trip by taking it slow.
Chugs, J |