I was just commenting to tony how One of my observations is that this trading has been very darwinian....
Requiring higher levels of skill over time...
so.... Tony and I track a certain investor.... Big time guy... who we both like but....
My thesis is that it is time for him to become Costanza..... Where in this move it's the "Hedgfunds" and the guys that have walked through this fairly cleanly...
well it is time for them to get dirty... time for them to become "Costanza"
Thursday, June 25, 2009
Hedgie/Big Timer Costanza trade
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2 comments:
Well, *his* pick of the week is short STBA, now up 3.4% today. In fairness, he picked it yesterday and it is flat since the pick.
I'll say that overall his individual stock picks have been good: both long and short.
over the weekend he said we were going higher, and we went lower...
then he has the "Sell signal" and we have moved back up....
he maybe right.... but....
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