I have no shame in my position, being 110% net long. I’ve made my bed and continue to lie in it, hedonistically, eating grapes, drinking ambrosia.
This is a full disclosure blog, as I let the people be my ultimate judge and jury (it’s worth noting, The House of Fly does not recognize any court of law as its equal and shall respond violently to any sentencing upon the estate).
1. RAS
2. USG
3. BZH
4. WNC
5. BV
For the day, I am flat.
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The market is coiling like a spring
about to go green .. TVIX is the widow maker …
So the question is which sector is more likely to move up the most on this next leg up?
where is the exit on RAS??
Why RAS?
Why don’t you short Z as an ultra high beta hedge against your housing plays. I would do it.
What’s up with VHC?