Thursday, January 29, 2009

Going after the big fish this time.

As some of you know, before the crash in Oct 2008, I was trading short term swings until I had to take a break due to the accident. I will not do it this time because I believe I entered the market at the apex of this cycle.

Today I added to the positions I opened yesterday and I intend to hold until SPX 600 minimum. I expect SKF to trade around $420 and most of the financials to disappear before we put a firm bottom. I will micromanage the positions on the way, such as, covering this, shorting that, other than this, there wouldn't be too much action on my side except a few day trades, perhaps.

You can see my holdings at http://xpositions.blogspot.com/

All trades are posted on this blog realtime before I update the table, usually every night.

As far as I know, Atilla shorted big time yesterday and the day before, probably including the stocks that I shorted since he recommended them. He has been increasingly busy in the last few months but I hope he will drop by from time to time.

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