NFTRH154 Out Now

That was one hell of a week in the foxhole. NFTRH154 emerges from the rubble with an intact plan and an intact portfolio (+4% for 2011 thus far). Cash remains on hand, short positions against gold stocks, energy, base metals and large tech stocks are gone and as a bonus, the opportunity came to upgrade the speculative portfolio as some premier gold producers came down nicely.

There is something very interesting going on with the state of long term treasury yields and current Fed policy; very interesting. I am having a lot of fun. Maybe a little too much fun, as I value at least some time for relaxation as well. But this is so much better than the extended interim periods when trends levitate and everybody gets to look like they know what they are doing.

Not saying I know for sure what will happen. Far from it. But I do have the tools and work ethic to stay in alignment with the macro themes; and damned if I am not going to use them.

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