Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

No, I doubt gold stays under $400 for any substantial period in the next few weeks. I actually expect a run at least to $415, thus my relatively heavy gold position here at 16%, considering that my total equity exposure is @ 70% (too high, mostly due to a double position in JCOM, a triple position in the bu$$ and going to sleep with IACI...and of course, few "left over semis like CYMI, VECO and BRKS...), that is high exposure. It was not a bad day considering the opening disaster in SNDK. Got a quad and a bucker early on on TBL and SNDK and managed to recover the almost double bucker loss on SNDK, leaving some green on that table.