Okay, into the close we go and it’s gotten uglier, softer, fadier…but it’s not really a full-blown meltdown.   I did step up just now and buy some Adtran near $40 a share.  That’s it for the day and for the week though.  I’m gonna go get my chainsaw and clear my mind while clearing some woodland as I work to build my new Silver Fox Ranch.

Until Monday, then, here are my current positions, from largest notional to smallest:

Longs –

  • Google
  • Cypress
  • Corning
  • Microsoft
  • Riverbed
  • Nuance
  • Cisco
  • Celestica
  • Ciena
  • Apple
  • Visteon
  • Adtran
  • DBA

Shorts –

  • Lender Processing Services
  • SLV
  • GLD
  • Cablevision
  • XLF
  • Live Nation

Thanks for reading, thanks for subscribing and I’ll see you next week.