Happy Holidays…..2011 was a good year

We have been fortunate this year.  For 2011 our aggregate portfolio is up close to 80 percent for the year with all the gains coming since the end of QE2 at mid year.  We currently are maintaining the long stocks / short gold / long dollar as our dominant position.

Have a good holiday, unless something big occurs our next post will be a year end look on December 30th.

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