Friday, January 27th, 2012
DSD 1 27 12 Position Update
YTD up 4.17% vs SPX up 4.67%.
Since inception 1/1/10, DSD is up 54.5% vs SPX up 18%
Friday, January 27th, 2012
Friday, January 27th, 2012
MD 01.27.12
WOW is the session today BORING! The GP number was not as good as anyone epxected and that set an overall negative tone to the market. This and more in the vlog posted below.
Friday, January 27th, 2012
TDL vlog 01.27.12
The markets pulled back a bit yesterday and it feels like the only thing keeping the SPX up at this point is the dollar moving down. Keep an eye on this relationship. Looking to add to one or both of our FX longs today. This and more in the vlog posted below.
Thursday, January 26th, 2012
Portfolio & Position LII 01.26.12
The portfolio is currently 73% long, 27% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Thursday, January 26th, 2012
Portfolio & Position LIII 01.26.12
The portfolio is currently 73% long, 27% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Thursday, January 26th, 2012
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