OK, just to get to the point of where I have been and why so silent, I can say this much...
I have been trading very actively, still focused almost entirely on the long side, adjusting exposure depending on the action...but I have been unable (unwilling more like it) to share my specific ideas and general outlook even. The reasons are personal to my business and to one client in particular, but I'm not going to get into that here. From this point forward, everyone gets my take that wants it, whether or not I am compensated.
If I throw out an opinion and you blow yourself up with it, that's your problem. If I can be a part of you making sick gains and you profit nicely - well, that's your problem as well.
This remains a great market for trading and ultimately...ultimately we are setting up for the (next, best) short-side opportunity of a lifetime.
...still!
Current portfolio (by size, all longs): TITN, EXPD, CRZO, COH, MATK, TTES
Other long-side names I am trading in and out of regularly these days: RIMM, LNN, CSIQ, BUCY, JASO, MEA, HERO, REXX, SOHU and a couple of Airline shorts, JBLU more than most.
A newer Solar name that I have traded, but not nearly enough , is SOL. That group is back on track - and then some.
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