Saturday, February 04, 2012

Black Box Update!

Oopsie, the last sell signal on the Black Box is no good!  Here’s the picture:


I remain about 80% long, and in high beta stuff.  We are still in the favorable season.  The first of the month strength played out.  February tends to be the weakest of the months during the favorable season.  There is also a lot of euphoria in the market right now.

It will be interesting to see how the eventual pullback plays out.

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