3.13.2009

FRIDAY UPDATE


If anyone is interested in what Dennis Gartman is doing - here is his latest:


Long - infrastructure stocks, Canadian bank stocks, equities of Canada, Brazil and or Australia, GE AA CHK BG SU FDO L GS DOW X AA IPSU SFD ANDE ACI;


Short- SPX via SDS (actually long), equities of Germany and France, BRK.B;


Long English speaking currencies and short the YEN;


Clearly he is long the commodity industry against short positions in equities in general and he is long L against BRK.B - Buffet says on CNBC - Buffet to Gartman- Bring it on (CNBC interview with Warren - shorts are the eventual buyers).


All the above FWIW-

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