Monday, March 19, 2007

 

Closing Comments

I had a big day, up more than 1.5%, as my longs went up and shorts went down. Perfect.

Amongst my positions, I was most impressed with AAPL, BWLD, DNA, ADBE, FXI, ALCO, EQIX, GLBC, SU and NYX.

I know many of you hatfuckers will say "well, the volume was simply too light to mean anything." To them, I say: "enjoy your light volume tax loss, fucktard."

Also, I witnessed big moves in speculative small cap stocks, like BVSN, TXCC and ONT, amongst many others. At times, I am afraid to go long, while the small cap fuckers are running. Typically, the speculative names run prior to a market top. However, after a market decline, I view the run in small cap names as healthy. It means investors are bringing their balls to the desk and are not afraid to bet on a long shot.

Bottom line: Ignore the weakness in the Semi's, the market has bottomed.

Finally, should the market decline, over the next few days, I want to use any dip to add to existing positions. And, I will be covering my ATHR and BRCM shorts, whenever I fucking feel like doing it.

Off to fix my fucking house.

NOTE: Just because HANS was down today doesn't mean it will not punch your teeth out tomorrow.

Comments:
EQIX has got to be my favorite stock. I added some to my position last week at just under $80 I think, my cost basis is around $60 now. And I'll probably add more if it goes under $80 again.
 
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