the call is 25% long Emerging markets and 75% long spx.
I will trade at 60%.
The EM call has the bias.
Will update.
At this time the EM call has switched short. will confirm in a couple of minutes.
Short EM and long Domestic markets is the call.
Tuesday, May 25, 2010
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Scheesch, what a day!! After this morning,..I never imagined a positive close was even a remote possibility. Amazing. Holding Long SP500 !X,...no changes. Regards, Jim P.
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