Monday, April 5, 2010

The General Liquidity Challenge -- quick update

I am under some time constraints, but real briefly, the GLI SSO Histogram turned positive today, so we have to switch from a short position to a long position in the General Liquidity Challenge. So tomorrow morning the model portfolio will close its short position in DBC and open a long position in TLT. we'll use the open price of each security as the price of record.

I'll explain more as soon as I get a chance...