Occasionally we run across something which we don't think worth a letter here. This is one of those issues: FRMS. But it might be worth a speculative short. Stopped 2%…
Though not into hype or chest beating (except when about to grab a jungle vine and swing with Jane) the euro trade deserves to be recalled. We bought UUP which…
At 10:27 San Francisco time with the market looking like this we increased our hedges and are now net short the indices. As we said earlier attempting to trade these…
We do love Apple. We have made dozens of studies of it and use it as an example all the time. For some weird reason we have never owned it,…
