I put considerable thought into my latest blog entry in the Geo Politics section, which also references my Oct. 8 entry. They represent some of my current big picture ideas, if you're interested. I welcome any feedback in this topic. Just hit the link in my signature.
I haven't been doing too much lately, but I did pick up some Celgene, Qualcom and Viacom, which are all doing well since I got in. I got in Qualcom at 52 I think, the next day it jumped on takeover rumor. I sold Qualcom at 65, but will buy some call options. If the deal falls through, I don't want to ride it back down to 52.