11-06-2012, 11:31 PM
I am 50% vested in equities since I am confused. This way I am always half right (or wrong) when the market turns.
Shorted the SIMSCI since March 12 and rolling-over the contracts each month as hedge. I never good at market timing.
Also vested in some other asset classes that hopefully will go in the opposite direction if the market really tanks below 2000. OK, call me a polygamist!
I am betting 2012 will not be a crash. There's still one cho cho train ride up before the year ends. Me and my delusions.
2013 is another story...
Curse of a macro guy. I just can't do up-skirt. Opps! I meant do bottom-up. Blush blush.
Shorted the SIMSCI since March 12 and rolling-over the contracts each month as hedge. I never good at market timing.
Also vested in some other asset classes that hopefully will go in the opposite direction if the market really tanks below 2000. OK, call me a polygamist!
I am betting 2012 will not be a crash. There's still one cho cho train ride up before the year ends. Me and my delusions.
2013 is another story...
Curse of a macro guy. I just can't do up-skirt. Opps! I meant do bottom-up. Blush blush.
Just google singapore man of leisure