Zeev's Turnips Patch-No Politics (ZEEV)

[wahz]

This is the complete picture. I was up quite a bit the last two days, and opened up pretty well today despite this carnage to the bears, because my qcom and qlgc longs way outperformed my qqq shorts. I had added a load of qlgc long near the close yesterday. I have now sold the qlgc and qcom and am about 130% short. Still up today about 2% so I am underperforming if I had been long only, but hopefully will continue to gain as we/if we sell off. If we keep rallying, I won't be happy.

So I am now short qlgc, amgn, qqq, qcom, and amzn. The substantial short positions are qqq and amzn.