Saturday, November 19, 2011

4-0 for November and Buy SPY

Four winners, zero losers for the November cycle. All are short puts: BRKB, TLT and two SPY layers.

On Friday early during the trading day, I got filled on a sale of short SPY Dec 102 puts (a bullish move, or at least a bet against a crash). I am already short SPY Dec 99 puts. Going forward I am still clear of GLD, short bonds, cautiously long on stocks.

Long BRKB, SPY, TBT

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