Tuesday, January 19, 2010

Out of Stock

And it's whispered that soon
If we all call the tune
Then the piper will lead us to reason
--Led Zeppelin

Following up on earlier post today, the lift in pharma stocks today found me peeling off remaining pharma exposure.

Am now completely void of long stock positions for first time in a few yrs. May not be right but definitely honest.

Also added to token short S&P position.

position in SPX

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