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Monday, December 04, 2006

Disclosure and Strategy

The most important: you must stay solvent long enough for your Idea to be realized. (Google is perfect example)
Core positions hold throughout MAY sell off, increased with taken profit before blast and leverage: debt and/or options. Core Juniors GOLD/Silver/Uranium alternative energy, all bought much lower, portfolio back to May high (with Losses in Google Puts accounted) with Major Buy in HUI. Leverage is going down, profits from SNDK puts, SSRI calls rolled over into juniours. Short Google, SEMIS, Housing, Retail, General Markets. Watch out major development in WWAT.ob very risky but with new financing this baby is going sing.
Stop wasting your time here if:
1. You believe that Market is Efficient.
2. You feel very confident - Sell OUT right now and take a break for 1 month.
3. You think that USD is going up and Oil down.
4. You think that Chinese are stupid buying with USD all possible resources OIL/COAL/URANIUM/OIL Sands/Metals and not your beloved GOOGLE which will feed everybody on Mother Earth in Couple of years.
Until recent time from June Short strategy on Google is losing money and working as hedge to Major melt down in the Markets. Only Core positions and Counter trade in SSRI calls at bottom in May/June counterweight time mistakes in Google Trade. Could decisions be less emotional - for sure: then I would stop this excises, enjoy if it is up to your Vibe - a lot of money paid for this education.

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