Summary:
Ah the joys of freedom. Finally finished the school quarter and glad to be able to relax, cure my various ailments and rediscover my stock portfolio, which rose by 0.2% today. FFHL climbed 9% following yesterday’s 10% gain. Still awaiting earnings and didn’t see other news. XSI was my other big gainer, up nearly 5%, also on no news.
I made one trade today, adding more NLY. A knowledgeable poster has been pounding the table. With a less hawkish short-term rate outlook, MReits with high quality portfolios should do well.
Positions:
Long: JEQ JSC LMC AUY SLW NTO NXG HBMFF ALSWF JAGNF FFHL EGLE AOB XSI KF UAHC NTLRF TNH LMGGF NM NLY MDN.TO
Short: BKC
Cash: 12.7%
Trades: added NLY@14.97
Read:
Stocks Researched:
Hours spent on market: 0.0
Positions most worried about:
Positions most sanguine about: Japan
Biggest market worries: another general downturn
Thinking about: ?
Outlook ( up-flat-down surety rating: 1-5 reasoning):
US: ??
Tech: ??
Japan: up, 1.0; strong GDP, but weak international markets
China: ??
Silver: ??
Gold: ??
Copper: ??
Zinc: ??
Real life: Recovering from studies.
Previous night sleep and exercise: 2 hrs. Little exercise as still nursing hamstring.
Mood: Tired and a little sick. Calm.
