actually i said mid 2s then 4+ for thursday. . it went 2.8 top 4 then 3.6.
then today 4+ but spot on.
drinking beers tonight at Granada tavern hobart everyboy is welcome if you fly to Tassie that is. fishing tommorrow an more beers.
i note. top 20 has changed by 5%. we were at 19.36% total holding by top 20 weeks ago now up to 23% +. we've been averaging 20% over the months.
i've been playing BBI HFA and a few others and looks like the market is picking movers and running with them. There is a lot of cash being held by super funds they gotta start spending it somewhere. expect this month to be weird ADY'ers. still. FEBRUARY IS A REAL TARGET MONTH FOR US.
GL all
JD
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