Not much, just enough to bring me back where I was before I raised my stake in CCJ.
Across the board selling, I’m holding the rough ratios between positions the same. I’m overweight in BG, but that thing is going back up. I called it to be back above $70 at the next earnings report, inside The PPT.
My holdings are: AEC, CLP, BG, CCJ, short ERX, AWK, MGM, silver, and cash.
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I need to hold off posting my piece on home prices. Unfortunately, my clipbrd.exe continues to shit the bed. For a while, I think it was secretly a virus, so I moved to disable it. However, in doing so I have this irksome issue with my RAM that prevents me from copying over pictures.
I need to use another computer, so this may take a day to get uploaded. It is quite long, but I think will drive home the point admirably.
Sounds like you could use some AAPL in your life.
Shorted UCO for $42.15. A 5% position against my equity. Just edging in, hedging down further here. Despite my lower market inclination, I was noticeably long through the last 6 or 7 weeks. This should help mute that down a little more.