Re-Positioning

Interesting times. Took some profits in Silver as the price is up roughly 10% on the first day of SLV trading (CNBC have been touting every day how Gold went down when GLD was listed, so this one was given), sold half my position. Goldman Sachs is down hard here, without any real news. The company is attractively valued, taking the opportunity to sell the JUN 150 Put. For the premium (yeah I know, it is not like the money is in the bank or anything) I'm buying GOOG MAY 43o Call, another contrarian play. The stock's been going down every day since the blow-out quarter (at least it feels that way). Betting on a fast recovery next week there. Also today bought back LUPE cheaper. How quick the market forget that oil is trading above $7o! Increased position in PARE, news should be start coming from that company any time now. Don't want to go 'all-in' in the oils here, as Crude is so volatile at the moment.