Just like everything else on this gravity must be a forced reckoned with. Last night Larry Kudlow made a very important observation. Facebook is taking market share from Google. This has been my thesis for the past 6 months. With QE2, David Tepper, and everything else bullish i have managed to get stoped out on Google many of times. On Friday of last week i opened a large put position on GOOG and sold the same day.
I am now looking to reshort for an even larger position. I think $500 is in the cards before year end.
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