Friday, July 20, 2007


Closing Comments

You can't say I didn't try to start an "upside reversal."

Unfortunately, the U.S. dollar is in the tank and our beloved financials have "shit the shower."

Without a doubt, if the dollar keeps going down, I will cancel my fucking trip to Belgrade.

As you know, "The Fly" was unscathed by today's knife to the chest tape.

I had nice gains in AAPL, FMCN, SNDK, CLX and NVS.

However, it's worth noting, I was blown the fuck up on everything else.

Look you, this is the summer doldrums. For the most part, expect the market to be range bound, before it goes banana's-- starting October.

With my money, I might load the fuck up on NTRI. I'll let you know, Monday.

And, I will continue to buy the dips in HANS, LZ, MCHX and BWLD.

Finally, in my opinion, it makes sense to start nibbling (like a rat on cheese) at some of the financials. By any metric, they are cheap. My list includes: GS, BSC, LEH, MS, LAZ and maybe BBX (trading under book) for a long shot.

I started some Goldy today @205.5


good wrap fly person
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