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liked what you had to say about stress... I always think that is MOST important.
Feb 21 10:14 am
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All Comments by seriously ? »A Short Comment on Shorting [View article]
If your portfolio is driving you nuts, you are doing it wrong!
I have being feeling very "settled" as of late. I sold off a good bit of stock when the fed started "injecting liquidity" and have recently started to straddle the VIX , so i'm longer cash now and have a small bet on GLD and a small bet on the volatility of volatility. I'm feeling little stress...