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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (45121)10/25/2011 1:08:13 AM
From: Spekulatius  Read Replies (1) of 78683
 
I peeled off a few shares of GLW and sold my small lot in ITRI. I am up to 50%+ cash in my IRA but only 30% cash in my taxable account. on the macro side, China is a much larger concern than Europe at this point - see my former post.

I am not sure why crude goes up as well - sure the WTI goes up much more than Brent but I don't see why BRent is up at ~110$/brl either; crude from Libya will come back to the market, so there should be plenty of spare capacity. I am not sure how this plays out but i personally err on the side of caution.
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