Tuesday, January 19, 2010

Why Didn't I Buy Puts On BIDU Friday?

I am suffering massive self loathing for not shorting this on Friday. I'd be making far more on the short than the GOOG long. As stated, if GOOG stays in China BIDU will get crushed. Further, given GOOG staying, we may have just seen historic highs and I don't think BIDU holds $300.....

I think BAC shows a far better quarter than C. C is curiously higher. My gut is telling me I should own it for a trade. My brain is saying you have enough in the group with better names. I listen to both my brain and gut....

CIEN's a cheap stock; with far too many increasingly constrained networks around the globe....

Shouldn't NDAQ and NYX be moving higher off the position limits coming at the CME?

long CIEN, GOOG

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