100% Long and Good With That
Mar.16, 2008 in
Returns On Trading, Specific Discussion of Individual Trades
It ain’t THAT you’re long, it’s WHAT you’re long. Rotational portfolio suggestions from last week, and what I did with them.
It ain’t THAT you’re long, it’s WHAT you’re long. Rotational portfolio suggestions from last week, and what I did with them.
March 17th, 2008 at 9:21 am
Nice,
My model issued a BUY signal late on Friday and with the sell off today I’ll be rotating more money back in.
March 17th, 2008 at 5:43 pm
Well, today’s action was worse for me, and better for the S&P 500, than I had expected it would be based on the market action overnight.
March 18th, 2008 at 5:38 am
This mess is almost over, especially after the bailout of Bear Stearns.
March 20th, 2008 at 5:42 pm
Painful couple of days for me, since I’m loaded on commodities at the moment. Ouch!
I think it’ll be a few days or weeks before the real trends emerge from the bottoming (assuming it’s a bottoming, which I think it is). The patterns of sectors hitting and missing the last few days makes me think some of it is forced covering and longs profit-taking.