Tuesday, 18 May 2010


So I guess I should have sold a lot more than I actually did!

Oh well...

VZ definitely looks interesting...looks like its bottomed and may be a good opportunity for a several month long call (again).

C hasn't stopped dropping yet but looks prime for a reversal soon.

Monday, 17 May 2010


So indicators are starting to point to a drop in China real estate bubble.

Consider buying:

FXI Put - Nov, 37/38 (3.55/4.00)? or 2x 35 (2.74)

Might have to look at getting out of my EEM/VWO/FXI and other internationals soon if this is going to be the case.

Also consider: UCO if it drops a bit more and levels out.