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Archive of entries posted on 6th June 2012

Here is my gameplan. It’s probably wrong. But at least it’s mine.

I am long mortgage REITs — AGNC, NLY and MITT — and a few other select (but not many) stocks, like Con Edison. I am short some stocks, including Radio Shack, Research in Motion (BlackBerry), and JPMorgan. Because I am old (I turn 70 on Sunday), most of my liquid assets are in muni bonds, […]