The market correction is now confirmed, which probably means we'll rally some from here. That's how it's been lately and Genius doesn't come easy; there are too many of those around just now anyway, if you know what I mean.
Either way, selling strength probably makes the most sense right now; should we get it. I like several stocks still, but there is only so much up-stream these wooden legs can stomach. I've backed-off, but I'm upright still! ...market neutral for the time being.
Follow Centrifugal to fade trades in real time.
Total Position: Currently 1-to-1 market-neutral; 79% invested
Currently Long (according to size): CRM (11.4%); NFLX (10.5%); EWS-Singapore (6.6%); NTAP (5.1%); SUN (5%); LOGM (4.7%); ULTA (4.5%)
Currently Short: SDS-long (S&P500 2x's-short, 20.7%); QID-long (Nasdaq100 2x's-short, 10.6%)
Note: Inverse ETF currently weighted @1.6 x's
Futures: no current position
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