I've moved

Thanks for all of the emails since my last post. I apologize for stopping so suddenly without explanation. Unless I get a serious urge, I will not be posting here anymore. I have taken a writing job with a very exciting company - SeekingAlpha - where I am the Global Currents Editor. I've been there for about a month and am having a wonderful time. You can catch my writing here:

http://seekingalpha.com/currents/global

I started this blog about a year ago with my Trade of the Year - Dec 2010, Mar 2011, and Jun 2011 Eurodollar calls struck at 99, all purchased at prices ranging from 0.10 to 0.13. The Dec10s just went off the board somewhere around 0.75, as I expect the Mar11s and Jun11s will, making these 5 to 7 baggers. Naturally, I sold out of my positions sometime last Spring, making just about 3 times my money.

The other trade worth committing serous money to was The Oz Trade. This one was very profitable through the summer, but sunk back to break-even as China and Oz continue to motor ahead (this too will pass). I covered my position on this trade when I took the new job - not because I was required to, but because I don't think its wise to have a leveraged position on something I'll be writing about ... and I do believe that a crack-up in China and all the countries relying on China to be the marginal bid in everything they produce will be a story I will be covering in the next 18 months.

I'll see you over at SeekingAlpha.