
"if" the market does rally, we want to own TECH. 
CSCO is TECH. 
OPTIONS LOVERS: the MARCH 25 "calls of confidence" ... go team! 
p.s. hedged with chunky $EDZ pos. 





India's largest non-ferrous metals and mining company ... STERLITE!
NEW LONGS:
$SLT = Basic Materials/Emerging Markets
p.s. hedged with *long* $SDS