This week has been a great one, filled with greed and fear, realism and irrationality.
Major markets dislocations etc. I took the opportunity to build more of my short Treasury, start building a position on oil, and increase my holdings of silver and oil/mining related companies.
I am not sure I will be able to keep up with the markets and update the blog until the 6th, but I will do my best.
Maybe Citi will be gone once I am back, and gold will hit 1,200?