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Perhaps the best aspect of the new look is that it is moving back to a three person panel. The four panel set up used over the past two seasons was just too unwieldly. But are you surprised that Randy survived the makeover? Do you think the show should have gone for a clean sweep and started from scratch? Or did it need some semblance of continuity?.

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Raley’s workers across Sonoma County and Northern California continue to strike after thousands of workers walked off the job on the morning of Sunday, November 4. The action follows a breakdown in negotiations between leaders of UFCW 8 Golden State and UFCW Local 5 and company labor negotiators. Raley’s, Nob HIll and Bel Air stores in Northern and Central California have been affected in a dispute affecting approximately 7,000 union members..

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We have made many changes to our risk controls (in terms of position sizes), shorting (primarily stock shorts now versus both stock and index shorts previously), more number of shorts (approximately 20 positions vis a vis approximately 10 before so that we can add to these existing positions at short notice without having to scramble for new ideas in bad times) etc. In general we are now much more paranoid about the downside and much more flexible about reducing our net (and gross) exposure in uncertain times. To paraphrase Peter Hien, we know that we will err and err and err again but hopefully less and less and less..

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