IAC. The markets have already turned, IMHO. As U and most ole
timers know I've not watched CNBC, other financial TV programs or read mainstream market focused newspapers or magazines for years.
Although Roach and a few other old pros are interesting, my portfolio decisions R based on my own work, imperfect though it is. FWIW, here's the call I posted here at the end of last year:
Message 20899493
Once I came to that conclusion from looking at a lot of the same raw data other W.S. veterans watch, knew it was time to go to a higher than normal cash allocation, shorten my holding periods, hold a lot fewer core stock positions, focus on only a few special situation profit opportunities, AND do a little ST trading to pay the bills around here:o)
And, per repeated posts, that's been my modus operandi since the beginning of January.
FWIW,
Isopatch |
