Tweets By: Centrifugal

11:17 AM 11/25/09

Reloaded 5.33% long DGW (Msges, Tweets), 39.95 ave

10:17 AM 11/25/09

Out of DEER (Msges, Tweets) long 16.42; only 12% invested now, w two longs (QSII (Msges, Tweets), TLEO (Msges, Tweets)); keeping light until Monday, unless Friday is clear-negative.

11:55 AM 11/24/09

Out of remaining TWM (Msges, Tweets) hedge, 28.65 ave; only 15.4% invested now, 3-longs; looking to keep small 4now and consider shorting again Monday

10:39 AM 11/24/09

Out of ASIA (Msges, Tweets) long, 25.18 ave; and Redced TWM (Msges, Tweets) hedge to 8.5% at 29.92 (to acct for smaller portfolio); roughly mkt neutral here; 24% vested

09:57 AM 11/24/09

Increased QSII (Msges, Tweets) long to 6.7%, 63.02, but out of RINO (Msges, Tweets), HMIN (Msges, Tweets) and DGW (Msges, Tweets) longs

03:58 PM 11/23/09

Added initial 5% QSII (Msges, Tweets) long. 62.74 ave

11:24 AM 11/23/09

Out of QID (Msges, Tweets), 20.605 ave

11:22 AM 11/23/09

Out of AAPL (Msges, Tweets) and COF (Msges, Tweets) shorts (204.76 ave, 38.67)

03:58 PM 11/20/09

Increased COF (Msges, Tweets) short to 5.3% (from 3.9%), at 37.72

10:59 AM 11/20/09

Added 9.8% long QID (Msges, Tweets) to sustain clear net-short stance, 21.49; NDX is weakest (tradable) major index on the day, along w NYSE

09:48 AM 11/20/09

Reloaded initial 4% long ASIA (Msges, Tweets), 24.765 ave;

03:49 PM 11/19/09

Out MRVL (Msges, Tweets) short, 15.28; relevant accts; leaning mkt neutral going into close; happy with action in Chinese growth names, not w mkt as whole

03:42 PM 11/19/09

Reduced TWM (Msges, Tweets) hedge to 13.6%, 29.10 (from 19.8%)

01:31 PM 11/19/09

Added 4% short MRVL (Msges, Tweets), 15.18; for aggressive accts

01:24 PM 11/19/09

Edit: COF (Msges, Tweets) short is 4%, not 3.6%

01:22 PM 11/19/09

Added initial $3.6% short COF (Msges, Tweets), 38.38 ave

11:44 AM 11/19/09

Reduced HMIN (Msges, Tweets) long to 5.6%, 35.44 ave; accts now ~1.5-to-1 net-short, considering levered TWM (Msges, Tweets) hedge; Pure longs now 24%; Total invested 44%

11:13 AM 11/19/09

Reduced DGW (Msges, Tweets) long to 4.1%, 39.18 ave

10:31 AM 11/19/09

Increased TWM (Msges, Tweets) hedge to 19.8%, 19.14 ave; accts now mkt-neutral; futures accts short SPX

09:49 AM 11/19/09

Increased TWM (Msges, Tweets) hedge to 8.8%, 29.02 ave

07:48 PM 11/18/09

[just noticed this update was not digested by Twitter...] Out of QID (Msges, Tweets) hedge, 20.52 ave; aprox 2-to-1 net long now going into the close

02:21 PM 11/18/09

Increased DGW (Msges, Tweets) long to 8% (from 6.4%), 40.24 ave.

02:15 PM 11/18/09

Reloaded 4.5% long HRBN (Msges, Tweets), 20.555 ave

10:07 AM 11/18/09

Added 5.5% QID (Msges, Tweets) for additional hedge, 20.69; roughly mkt neutral again at moment

03:10 PM 11/17/09

Increased DGW (Msges, Tweets) long to 6.5%, 41.08 ave