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Update: Markets are up, so no alpha for me. Curse you, efficient markets full of traders just as smart as me!
by yummyfajitas 10y ago
Update: Markets are up, so no alpha for me. Curse you, efficient markets full of traders just as smart as me!
- narrowrail 10y agoIn hindsight, money was to be made in guns, military, refiners, pipelines, and coal. I made good bets on coal and guns for relatively little investment, but missed the others. I did buy cheap puts for a railroad with heavy Mexican market exposure, so I'll see on Fri afternoon when they expire.