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Thursday, 31 January 2013

Filled on GTC bid for 100 3em6 98.125 puts (blue jun 81 puts) at 7.5 - hit just as the US data was released. This is a long shot on the US recovery getting traction, but it's potentially 10:1 or better in that scenario.

Bought 2k shares in Sumitomo Mitsui at 3640 after they released earnings in Tokyo. The Japanese mega banks are a great levered call on the Nikkei, with also able div yield and still (amazingly) trading below book.

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