给手里有现金难受的同志

我对近期的看法和我交易的原则在我以前的贴中已有表述，这里不再重复。我发现很多大千人手里有钱难受，不交易难受。我也理解，自己以前就是这样。不把现金当成投资。

我建议短期短期内如非要交易，可中性交易，长短结合。例如 long FNM, short FRE. I do not see why FRE should be traded higher than FNM. Similar to ABK and MBI, It is for hedging risk.

It is not my style, just a suggestion for the people who have to have positions. I do not short individual stock.