I was long at the panic lows and was able to re-position long and ride up the FOMC power play. After that was exhausted, I shorted the homebuilders and rode them down the black diamond run. Now I am getting ready to participate in a unexpected EOQ racketeering meltup tomorrow and Friday, and position short for the new bear starting next week.

Usual crack vehicles preferred for the ride up: PMCS, QLGC, QCOM

Pigmen are snorting, belching, and yearning for some bloodlust on the hapless retail traders who all went short on today's Beazer liquidation.

best to all Riverboaters who can follow the noses of the mobsters on the trading floors.


bb