Tuesday, November 6, 2007

AAPL

all time balance here, good day no doubt. it feels like buying time seasonally for the big guys, so hopefully we can ride this until x-mas. besides tech, i like retail here, but not like target and sh-t like that but AMZN, CROX, and yes, ready to jump back into LULU, (all of which way off their highs). you could call these 3 "consumer discresh thrashings". long thrashings.

i still feel as though CROX will be be my biggest pos going into India, but currently my AAPL pos is like 7x as large. . .

BIG CORRECTION: yesterday, i said i paid $2.3 for CROX Jan 45s. that was complete misinformation, i actually paid 4-something for those and $2.3 for CROX Jan 55s a day prior, yes, FIFTY FIVES, i'm an idiot. sorry about that. over-trading misinformation disorder. any way, i like it.

also, re-initiated MER DEC 50 Puts in case the world ends or SEC investigation, whichever comes first.

looking for GOOG 1000s if anyone's offering. . .???

om ritam namah,
b