I've shifted as the market has shifted and I'm up slightly so far on the week, but I'm trying to keep small; currently 1.78-to-1 net long, while only 54% invested.
It seems to me that the bull and bear voices out in the world right now are a lot louder than the market moves. I'm giving the overall action a little credit here, but if I had to tell you where the next big move lies I'd be unhappy to commit. I have my updated lists of eligible Longs and Shorts in hand and I will attack anything credible, but at the moment I'm eying cheap tickets to the harpoon belt and thinking of taking a day or two off and letting you all make the money instead.
Total Position: currently 1.78-to-1 net long, (54% invested)
Currently Long (according to size): ARST, WNR, PMCS, MYGN, SNDA, UGP
Currently Short (according to size): BWA, ALV, ELOS
No comments:
Post a Comment