Back in Black

Just as planned, I refunded my margin account. Just in time for the final 8.33333333% of the year that is December. The month is starting well for LDK which gyrated upwards of 28% today and on no news at all. Shorts are running for cover right now as they know news is immanent. I still say LDK has a bright future. Another shining example of richness is GOLD, which just bounced powerfully off its 50 day moving average, and looks headed toward an all time high. I’m in. The last time this gold market flirted with new highs, well, I was a very young man. I wouldn’t miss this run for anything. Maybe a more leveraged play is required here. I’ll have to tell you after the fact.
The only new symbol I’ve added lately is Japan Smaller Cap Fund (Symbol: JOF) which is supposed to be bottoming. Yes, I’ve heard that before too.
It’s a small position, and slightly red still to the tune of 2%. The story is that Japan is beginning to improve so, get there early, take a position and have some patience. It sounds so Warren Buffett, but it’s probably not. The chart looks good though.
I heard Jim Rogers said China is just starting. Their markets look like they’re ready for another run higher and the ADR’s even more. The same list is still good. I’m long um all. Except I sold STP – just took profits – all 78% - yummy!