I just realized this is a day late. Oops.
Not a whole lot to discuss, but the fund is up 1.36%, big whup. Sorry things have been so slow lately. I have not had as much time to play as usual, and some positions have gotten away from me.
First we took a relatively large loss on 2LUTS, but are holding it correctly now, probably until substantial news come out. Also, MADG4 popped out of nowhere while we were short, and I think it is overdone. Holding short.
Not much on the opener front. The Clan comes out this weekend, and even thoug I have it long, I'm not expecting much, just holding it just in case. If it drops from here, its gone.
Demolition is up next, a few weeks later. Not expecting much here, either. Holding it short.
I am purposefully not trading a whole lot. We're well positioned, unless news breaks on a position we own. The fund has stayed fully invested for a couple weeks now.
Here is the CHART from Kaigee.