Friday, September 29, 2006


I write you from southern California, where I've come to commune with some friends and just get away from things for a few days. But the search for alpha continues, and so far this week, the commodities markets are being good to me. Its all about knowing when to get out - THAT is the question. Right now, its looking like a $300 profit on the call spread that I have just authorized to close out.

Looks like Bill Gross has posted his October commentary over at I'll take a read later today after I wake up for good.

There's probably something else I wanted to mention here, but I'm on vacation. Once I get up and collect my thoughts, I'll figure out the rest. Hope you have a good one today!


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