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		<title>gdp's Comments</title>
		<language>en-us</language>
		<link>https://www.intensedebate.com/users/529031</link>
		<description>Comments by Kevin_Hoffmann</description>
<item>
<title>The Disciplined Investor : Foreign Treasury Holders - What is China Doing Now?</title>
<link>http://www.thedisciplinedinvestor.com/blog/2009/11/23/foreign-treasury-holders-what-is-china-doing-now/#IDComment44568447</link>
<description>Sorry about that.  We made it easier to see the scale on the first chart so that you can see that it matches up.  The previous version had the axis labels on the left.  When you slide them to the right, it is much easier to see the data matches with the pie chart.  However, on the third chart, you are correct, it did not match up.  We have corrected so it is now referring to the proper data.    Thanks for the heads up.  The data has been corrected.    As an exact number China holds 798.9 Billion of Treasuries as of 9/30/2009. </description>
<pubDate>Tue, 24 Nov 2009 15:59:29 +0000</pubDate>
<guid>http://www.thedisciplinedinvestor.com/blog/2009/11/23/foreign-treasury-holders-what-is-china-doing-now/#IDComment44568447</guid>
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<title>TDI Managed Growth Strategy : Gold: D-Wave looks like it could rally</title>
<link>http://www.horowitzandcompany.com/tdimg_blog/2009/05/14/gold-d-wave-looks-like-it-could-rally/#IDComment21558024</link>
<description>As a follow up to Andrew&amp;#039;s comment he also stated that he was long grain commodities and short gold as a spread trade.  He stated that he wasn&amp;#039;t exactly bearish gold, but that he was looking for the spread between grains and gold to tighten. </description>
<pubDate>Fri, 15 May 2009 21:09:00 +0000</pubDate>
<guid>http://www.horowitzandcompany.com/tdimg_blog/2009/05/14/gold-d-wave-looks-like-it-could-rally/#IDComment21558024</guid>
</item><item>
<title>TDI Managed Growth Strategy : Spread Arbitrage:  Chipotle vs. Chipotle B</title>
<link>http://www.horowitzandcompany.com/tdimg_blog/2009/05/05/spread-arbitrage-chipotle-vs-chipotle-b/#IDComment20895092</link>
<description>Larry, you are correct, we are looking for the spread between the B shares and A Shares to Tighten.  We are long B Shares and Short A Shares. </description>
<pubDate>Wed, 6 May 2009 17:28:42 +0000</pubDate>
<guid>http://www.horowitzandcompany.com/tdimg_blog/2009/05/05/spread-arbitrage-chipotle-vs-chipotle-b/#IDComment20895092</guid>
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