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My junk portfolio of GMO, BLDP, CRIS, SPPI, EVK, KLIC, SYNM is up 46.89% since the 3-30-09 market gap down open which is where I went in. If you don’t follow my twitter feed you won’t know, but I bought GKK (got stopped out for 4% gain, but it was a poorly placed stop. GKK …

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I already mentioned last week about the great movers I sold too early. Tack on another stock I had in my account that I sold too soon. CPSL A couple things happened today. My index shorts got blitzed today. I ate an 8% loss on my RUT short and 4.4% on my NDX short. I’m …

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Today I covered my index longs and of course I get filled at 10:45 due to Rydex’ oh so great pricing window. It turned out to be a great move as the NDX and RUT yielded 3% and 2.8%. I have no index position now and 100% cash there. I still own my junk portfolio …

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The Bears think we topped. There were parades today at all the entrenched bear sites as they got a move to go their way after being wrong for a month. It was a great short. I didn’t take it, but I did avoid it. I bought a little RUT at the close (about a 20-30% …

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I remain heavily long, NDX and RUT with a larger tilt towards RUT. CYD today was a ripper, I cut a little more back, but I’m still a holder. I bought FAS near the close as well as IPHS. I hold: CPSL, DAR, IPHS, FAS, EGLE, PRGN, CYD, CYD again, JASO, SBLK I sold: PCX, …

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