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Monthly Archives: July 2009
Haymen Analysis
This week’s piece by John Mauldin referenced some work by Haymen Capital. Interesting.
(click to enlarge)
I’m curious why they neglect to illustrate foreign sources of capital.
Posted in Uncategorized Leave a comment
Crane Co. on My Radar
While I was surfing around the holdings of some of the 4 most popular “water” ETFs…I came across Crane. A company I hadn’t check out yet. Which is by no means a pure play, but they do have some interesting trends going for them, in the other sectors they operate. Right now, about half their sales [...]
Posted in Trends Leave a comment
Global Reflation, Domestic Stagnation, Flight to Safety Hedged
Short OTM calls on ES, rolling to keep some delta, opportunistically covering to resell higher.
Long bullish call spreads on long term oil, selling front month to cover some extra theta and delta.
Short the 30 year Treasury, hedged with OTM almost ATM put sales to keep theta decay as high as possible and delta less than 0.5, but always more [...]
Posted in Uncategorized Leave a comment
Venga Boys are Back in Town