Short Side Of Long: Barrons Magazine Cover

Thursday, March 24, 2011

Barrons Magazine Cover

I'm not sure if this is smart money or dumb money talking...

2 comments:

pejMarch 25, 2011 at 12:45 PM
awesome. Barron's are a great contrarian indicator :-)
ReplyDelete
TihoMarch 26, 2011 at 2:30 PM
I don't think this magazine cover means much.
ReplyDelete

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Trading Diary

Last update 11th of March 2013

Equities: Short positions are held in various US equity sectors, which include Technology (XLK), Discretionary (XLY), Industrials (XLI) and Dow Transports (IYT). Large put options have been bought on Apple (AAPL).

Bonds: There isn't a lot of exposure in the bond space, as we believe this sector is experiencing euphoric investor demand. Call options have been sold on Junk Bonds (HYG). Plans to short Long Bond Treasuries (TLT) in due time.

Currencies: Long positions are held in Japanese Yen (FXY). Short positions are held in Australian Dollar (FXA).

Commodities: Long positions are held in various commodity sectors, which include Silver (SLV, SIVR, PSLV, Comex futures), Agriculture (RJA, JJA) and Sugar (SGG). Plans to increase longs in PMs and Softs in due time.