Tuesday, April 27, 2010

Safe Habor

We pulled our trades today. I didn't really want to;however, the environment seems sketchy right now. PPP netted +24% and ABC netted us +19%. It could have been more. We are in 100% cash. A little disappointed in the catch. The "weather" forced us to cut them loose.We will play these again (so we will keep them "coded" for now). It may not have been the best move; however, it doesn't hurt as we increased our YTD performance to +37.84% and sit comfortably in cash. It just doesn't seem right. We will see if we made the right decision. Check emails.

P.S. Had to let the two "JAWS" go. Bad weather. We will hunt them down again. A shame. Good profit-it could have been huge.