tag:blogger.com,1999:blog-2335748440449035592.post2863641611890989408..comments2008-11-09T21:06:45.341-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-20798388533601119052008-11-09T21:06:00.000-05:002008-11-09T21:06:00.000-05:00Keith, I don't own FLR or FSYS anymore :) While they jumped a ton Friday it's not worth losing 10-15% every 3rd day for weeks on end. When they pop they simply make up for the previous 2-3 weeks of losses.<BR/><BR/>Yes there is no leadership...<BR/><BR/>Vestas is excellent but I can't buy pink sheets. <BR/><BR/>I don't think Nov 15th will be the final puke - but each puke will have less importance considering so many hedge funds are now obliterated and some of the biggest names are now in 30,40,50% cash. But that doesn't mean we won't have more painful purges.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-3940768853056086832008-11-07T22:55:00.000-05:002008-11-07T22:55:00.000-05:00I know your port has changed but you need to credit yourself for having FLR and FSYS today.<BR/>There does not seem to be a clear sector as a contender to lead market out, because we're not coming out yet. <BR/>Banking/financial sector are what we're expecting and guess it will just take months more.<BR/>"Then this remains a casino of fools." <BR/>Funny. <BR/>That monkey was reading his LVS closing price. <BR/>Any input on Vestas (Vwdry)? I know Europe is crawling, and I read your near term short/reduced positions on solar. <BR/>One last gasp: any significance with the upcoming November 15th hedge fund final "puke"?keithpiccirillohttp://www.blogger.com/profile/16713240199705068281noreply@blogger.com