I am heading on the road for a few weeks and I have had a good run with my longs since my beach call a few weeks ago so it’s time to kick out most of my stocks.

I am even selling most of my Amazon. I will be happy to pay up for my stocks, but I broke all my rules buying all the broken down stocks anyway.

I am keeping oil, gold, silver and retail shorts on my sheets as long as a little Amazon, Ebay, Netflix and Nintedo.

This is definitely the hardest, wierdest tape I have ever traded since starting my hedge fund in 1998 and also the least amount of time I have ever had to devote to it. I want some time off for family, friends and LindzonPalooza.