Seeking Alpha

BlindReason's  Instablog

BlindReason
Send Message
John currently serves as General Partner in an investment fund. Previously he worked at a venture capital fund with over $1 billion under management. John has been a founder or early employee of three technology startups, all three have achieved successful exits. John has worked with over 20... More
My blog:
BlindReason
  • Market Thoughts 0 comments
    Feb 18, 2010 2:36 PM
    • We are adding to treasury shorts this AM.  Next few weeks could get choppy and downside risk if we get a market correction is not that high given potential.
    • Taking a flyer on some Dell puts.  Continue to be skeptical on this name.  I think HP out executed Dell.  Their lineup is very stale and other than the Adamo line there isn't much going on there.  It's a limit order for the 14 puts. Not recommending anyone do the same--highly speculative.  I just don't think they will do well.
    • Chinese currency long going into the weekend. 


    Disclosure: short dell
Back To BlindReason's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

  • Closing the short position in Apple discussed din this post. http://bit.ly/aC1ZQi. Best not to be greedy and Apple is a sound company.
    Jul 2, 2010
More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.