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Strategies & Market Trends : Rainier's Column

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To: HeyRainier who wrote (75)5/3/2000 2:31:00 AM
From: HeyRainier  Read Replies (1) of 106
 
I put on the second end of my barbell today, which held up well, but I don't enjoy as much my hedged tech exposure given the market's behavior. I almost feel like I'm out of phase with the market.

And I know it's exactly because of the technical nature of the portfolio holdings. Picking bottoms is a loser's game when the technicals are against you. The second end of my barbell is an attempt to get me back to my discipline, and so far, it is paying off.

I think one either has to play the OB/OS game here, or just sit and do nothing, whether one has a long position or not.

Rainier
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