Here’s a list of my positions in order of size from largest to smallest notional positions

Nice rally again today. Don’t forget to trim a little bit if you were hurting at the lows earlier this week, which at 12% and 3 days’ action between us and there, sure seems like a long way.  It’s not.  Don’t get complacent.

Here’s a list of my positions in order of size from largest to smallest notional positions:

Longs –

• Google
• Sandisk
• Cisco
• Nuance
• Corning
• Apple
• Marvell
• Cypress
• Riverbed
• Goldman Sachs
• Microsoft
• Bank of America
• Visteon
• Autodesk
• DBA
• Adtran

Shorts –

• LPS
• Bank of New York
• Wells Fargo
• Live Nation
• SLV