why do i get the feeling that this "dip" is going to be a little deeper than my "comfort level", dow looks ok, but naz looks like more downside, having a hard time seeing near term catalyst, which means some flukey report will come out of nowhere that will get the next rally going, may be hard to catch the initial move up, but it looks like we are destined to retest 2000 area anyhow, keep an eye on aeth when naz turns, it is "overdue", reconfirmed guidance today and buying back 20 million in convertibles, also looking for storage and software to lead next tech rally
in the meantime, only short i have is rimm, not enough to offset my longs
guess we will just have to ride this storm out
let me know when the coast is clear |
