It was a summer filled with doldrums.
There were long stretches that I was on vacation. Ironically, there were even long periods where I should have been. The volume in our contracts was anemic and is just now beginning to pick up. Even so, I've found it increasingly difficult to regain my market feel. All of the moves have been one directional with virtually no two-way paper. It's hard to make a trade and then have to sit on a position for what seems like weeks just to see if the trend folds back around. The P of PnL has been tricky to come by, the L has been here frequently.
As my kids are now back in the saddle with school, so must I rejoin the ranks of the working. The plan will be to write at least twice a week. I want to outline the plays I think are worthy of a look and the discuss some of the thought process that we've put into out trading. I have been joined by a new accomplice from past life. And though I haven't figured out his moniker yet, his ideas have already permeated my thinking. Hopefully, he and Mr. Practical Thinker will start to contribute on a weekly/monthly basis. Their ideas are always fresh and thoroughly thought provoking.
In the next few days, I hope to put out a couple of our current positions as well as a few of our thoughts on what might come next.
~LH
~LH
