Club Mulgoa

Monday, August 04, 2014

Rare alpha

When others want, others will want too.  So AQO and ROC are under take over considerations.

And POG has gone up in the midst of plunges in world markets and dirty wars in Gaza and Ukraine.  Hence, gold stocks have performed well today.  But this effect is very ephemeral and the result is like playing with a yoyo.

Hence today, I have collected my rare alpha these days in spite of TON taking a slip.

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