Thursday, August 21, 2008

Lunch Update

Oil, coal and ag/fert are strong, the financials are off about 2%. I'm in and out of LEH and AIG on the short side and am playing POT, MOS and AGU a bit from the long side. I'm keeping my eye on ENER as it may catch a late day turnaround. It's a good day for it to make another run if it feels so inclined.


About Me

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I am a former hedge fund manager, broker and capital markets dude who now trades for his own account. I love what I do. I will try to post some stocks and an occasional chart that looks attractive for entry.I will also try to point out the idiocy of conventional wisdom and the lack of value added by the mainstream financial media. These postings should not be viewed as recommendations.