My picks on this blog:

Sony short: horrible, sorry about this one. It has gone straight up.

Subprime shorts: New Century worked. Fremont round tripped. FED has done nothing. DSL gone up. Overall I would call this a win.

CBOU: up 10%. Hold, buy on weakness

Lumber: in at 250 and currently at 298. Sell your contracts. Wait to buy at 250 again.

CFC CDS: In at 30, ran to 80, back to 50. I would refresh the position to avoid rolling down the curve but hold on, this aint over.

Overall: If I had bought my own picks I would be rich. Lumber was by far the easiest call. How did I not make this move. I seriously hate compliance.