08
May
Holdings Watch – Very Busy Week As We Cashed A Number of Tickets. Next week is expiry so and we have come out of most May Calls earlier than usual given the run in the group. As things stand now we will only have 1 scud position, a set of HAL $16 puts. [...]
Posted in Wrap | 1 Comment »
08
May
"Only" 539,000 lost jobs in April, below consensus but above the whisper numbers. Equity and commodity futures markets were strong before and immediately following the number. Housekeeping Watch: I will be out of the office from 10 to 11:30 am EST to see Intern #1′s year end program at school. Tax Man Taketh Away Watch: [...]
Posted in Uncategorized | 173 Comments »