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To: ItsAllCyclical who wrote (199372)5/1/2009 2:00:08 AM
From: PerspectiveRespond to of 306849
 
My number one rule is to never let any one position become too large, especially important on the short side. I do have a few "no stop" core positions, but even they are subject to maximum thresholds for absolute and relative size. My ACF position is one of them that I was forced to trim as a result.

BC