After a very promising start to the year, my long & short stock picks are in a bad slump now. I’m actually lucky in a way on this one. I continue to believe in Twitter (TWTR) and can’t imagine them not turning around at some point. I also like the “Periscope” product that they purchased and launched very recently and led me to do something I pretty much never even consider; an earnings play. I almost bought Twitter just ahead of the earnings in what would have been a very bad trade. In the end, playing Russian Roulette did not seem so tempting and I’m glad I did not. Still, I did have exposure to Twitter through this trade which I’ll close this morning. The trade now stands at -46% with my 2015 performance now at -5.30%.