BlindReason's  Instablog

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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:
  • 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
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  • Closing the short position in Apple discussed din this post. Best not to be greedy and Apple is a sound company.
    Jul 2, 2010
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