We hope everyone viewed our earlier Bond Auction Arb tutorial that we sent to everyone earlier in the day. We know the subject is a bit more complex than what we conveyed but the gist of our message should have been very well received but if anyone has any further questions feel free to post a comment or send an email.
We only send our GFBP Positions Tracker to our Founding Subscribers, but some of the details we released to them today about our model was that it has certainly been in a more defensive overall tone but today’s close flipped us a little bit more toward adding on positions and tonight we will be looking to add a long Ultra Bond as well as a Long Nasdaq to the model. We are being patient with additions like the Nikkei and Dow but the Model has not confirmed a green light there just yet. We will be monitoring Gold and Silver as we feel that the Silver out-performance in the long run is the right call but presently may see some corrections.
Some things that lean us fundame…
