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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: CommanderCricket who wrote (155658)8/18/2011 3:18:43 PM
From: Jacob Snyder  Respond to of 206350
 
OT shorting:
I finished covering the last of my stock shorts on August 9, all of them profitably.
Message 27556120
Currently, my only short is Treasuries, using TBT.

We will get a rally at some point, probably fast and furious, maybe all the way up to 50dma or even 200dma, and I will short into it.

Short candidates:
semi-equips: sector fundamentals are peaking in this cyclical industry
airlines: leveraged to oil prices and interest rates
the cloud: bubbliest sector
solars: overcapacity, collapsing prices
Treasuries: 10Y yield: 60-year range is 2-16%, now at 2%.