[闲谈] 激烈的思考中：要不要少特TQQQ

Such a tough decision, my hunch told me it is a good short term short.

shorted TQQQ at $93.73

现在绝对不能CHASE这个TECH，短期讲这是一个非常危险的SECTOR。

though we have the qqq breakout, short term it looked very bad to me, we have rallying TLT in face of debt limit confrontation, trans got sold off including UPS and FDX, oil shot to over $100 again, CPC is 0.67, the lowest one in weeks.

continue to hold this short as a hedge.

shorted and put some GLD.

shorted TQQQ at $93.73
大傻_ 发表于 2011-7-26 12:22

Applause for myself...

it is pure guts feeling, it is sense....

keep all shorts as hedge.

covered TQQQ at $84 for $9.3, continue to hold short of GLD.

feeling bulls are back to the driver's seat now.

will start rotating SPY/FXI into high beta stocks and double/triple ETFs.

continue to hold this short as a hedge.

shorted and put some GLD.
大傻_ 发表于 2011-7-27 10:45

咳咳，，，旗帜暴涨中，， 虽然一堆SPY，，，咱也高兴得很。。。

看看这次俺能把GLD稍特到哪儿，到时候转手再浪GDX，，那就酷毙了。。

covered GLD for a break-even, short DGP with the same amount of money - I am doubling my godl short actually.

I think usd is a range bound.

gold is a short no matter the vote result, no matter spx goes up or down.

looks like the right thing to double short of gold here. will let it run for a while.

I don't have money more,,, shorting gold now is as sure a thing as buying gdx at $51 last month.

kicking my ass now,,, covered toooo early, what made things worse, then shorted GLD.

covered TQQQ at $84 for $9.3, continue to hold short of GLD.

feeling bulls are back to the driver ...
大傻_ 发表于 2011-7-29 11:19