hug, hug,,
Big Sha is up 3.5% for this month, not bad considering spx is down 2.5%.
I am becoming more and more worried about bulls,, the debt limit vote is going more and more like the bailout money vote in 2008....
Now in my short term account I have only short GLD, in my main holding account I am fully loaded but 65% is SPY, other 35% is GS and FXI, so I am not that worried if spx drops another 50 pts from here (3-4%), but for sure I won't be that aggressive on the long side by going with the high beta stocks. |
发表于 2011-7-29 16:40
| 