Still haven’t found time to write much lately. I’m taking some profits this week. Sold SuccessFactors [SFSF] and a 3X Real Estate ETF [DRN] this week. Thinking of exiting my Dendreon [DNDN] soon as well. China’s PMI numbers this past week were impressive. Perhaps it could explain why some Chinese small cap stocks have continued to rally these past two weeks (SDTH, CCME, FEED, AUTC)

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