Apple Inc (AAPL)

[roni]

Cotton, making money

I am thnking of buying a bear fund around the first of the month.

Think I'll make any money this month if I do so :). My sales on Thursday and Friday paid off--calvf down double digits today, WHT down about 4.5% since I sold it. PAAS is down since I sold it.

Thought of selling American Century Global Gold, but decided to hang on to it, given the volatility of that market. Looks like the move of all but small/midcap money in 401k may have been a good move. Frankly, I'd be satisfied with the 15% gain I have this year even if it meant little sit in a money market fund for most of the rest of the year. That exceeds the expectations I had for the whole year anyway.

Still holding some WHT, CDE, BGEIX and as a speculative play IIJI. Have more cash than I have for a long time. If HUI, the gold bugs index, drops to 140 or so and bounces off--if the dollar's bounce is reversed, I'll add some metals. Will watch Apple with an eye toward selling it on any end of quarter pop in the market late this week / early next week.

Interested in how Fed action affects the dollar.