快樂牛郎

Selling my ERX and half of TYH for 8% gain.

AAPL is only up 2%, strongly lagging the market considering that it has a beta of 2-3.

I am starting to load up some shorts as hedge.

maldini

They are holding back aapl intentionally. But appl is a part of tyh.
Maybe buying some faz now before Friday.

快樂牛郎

Maybe buying some faz now before Friday.

Good call.  I agree.

maldini

msft earnings coming.

快樂牛郎

msft earnings coming.
maldini 發表於 2010/7/22 11:11

no impact

快樂牛郎

I expect a flat day tomorrow, but I am still holding 25% as short just to hedge.  It's hard to imagine another rally tomorrow like today.

快樂牛郎

The scary thing is that a lot of people are calling this a real rally, but the options market is not buying it.  I would rather be safe than sorry.

BiscottiGelato

so far Happy Cow 都真係幾鬼準, 勁!

快樂牛郎

so far Happy Cow 都真係幾鬼準, 勁!
BiscottiGelato 發表於 2010/7/22 17:04

14 days in a row now.  I hope my streak can continue.  I really don't have any expectation for tomorrow, that's why I am fully hedged with no exposure to either side.  However, I would prefer the market to go down so I can sell my bear ETFs and grab more cheap shares.

yayaya

回復 79# 快樂牛郎

me too