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Earnings season and year end party spirits are nigh. This may move market higher over the next 2-3 months. After that tighten your stops.
Fri, Oct 09, 2009
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GLD
pulling back, I wonder how far.
Thu, Sep 24, 2009
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This may not be a top but pigs get slaughtered.
Wed, Sep 23, 2009
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Sold most of my US equities this morning. Too nervous about the next 6-8 weeks to feel comfortable about any significant long position.
Mon, Sep 21, 2009
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Another short squeeze seems to be in the works. I have to give people the red badge of courage for shorting in the midst of this rally.
Wed, Sep 16, 2009
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The dilemma is what to do about Nat Gas. From a very fundamental chemical and thermodynamic view this is a tremendous raw material.
Sat, Sep 12, 2009
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Selling 1/2 long index US equity ETFs. Believe that the risk-reward here is way to high. Hanging on to commodity and VEA positions now.
Tue, Jun 16, 2009
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