Thursday, August 30, 2007

Covered Real Estate Shorts

Kept the Beazer puts though. Thought about putting a hedge on the US portfolio (BRKB, FLIP, HCBK, IBKR, NCT, RICK, SAFT) for the rest of the day but the odds seem in favor of more rallying today so I didn't. Off to a couple of meetings with grad students - the first is trying to sort out one of my students committee going forward after I've left. There is not much enthusiasm to take her on. The other is a farewell lunch with grad students.

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