HAG: One Trade

Our primary economic theme continued today as the Fed continued it's hawkish inflation talk ("We thought about raising interest rates .5%") while continuing to act dovish. I think this is the right position, and so do markets. Marvell was sold today and nothing bought. HAG is once again flat.

Completed trade:

MRVL: 1.84%

Adding these trades to our totals:
86 trades
.551% average gain per trade
11.85% total theoretical gain since inception (2/7/06).
NASDAQ composite on 2/7/06: 2244.96
NASDAQ change since 2/7/06: 2.94%

Once again, the "total theoretical gain" assumes 25% of a portfolio was invested in each trading position. Half-sized positions assume only 12.5% was invested, and count as only 1/2 of a "completed trade". Buying power is limited to twice the value of the portfolio.