The gains in the NDX (9%ish) and the RUT (11.4%ish) were outstanding. My only mistake was not adding back the money I took off the table after Monday’s run. Alas the gains have been good.
I have sold my index longs as a precaution at the close. I want to buy back on weakness or profit [...]

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DHI
LEN
KBH
HOV
BZH
GFA (Brazil home builder that looks like an excellent value play here.)
TOL
PHM
Don’t know if this trade is over or just getting started.

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Not being short. I sold my index fund shorts yesterday at the close. That saved me another 1%+ loss.
The stocks are absolutely ripping. I don’t normally post these type of graphs, but it was a good day.

This portfolio is up over 10%. SVA is up 37% in this basket and 40% up in another.
NDAQ - [...]

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I’m listing the Brazil ADR’s available in this post for future reference for myself and others. This list will help you invest in Brazil. I think the Brazil trade is on as demonstrated by the big move in the EWZ the other day.

EWZ - Brazil ETF that contains several of the companies listed below.
Brazil Bank [...]

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Well I already mentioned STZ, but here are two more. TNE, Tele Norte, a telecommunications company in Brazil, and FDG, Fording Coal Trust. Both of these look good when the stock market turns south.

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I don’t have EWJ, Japan ETF, anymore, but it would be up 5% if I did. I sold it too early, without any sell signal. I moved to the EWZ, Brazil ETF, instead. Bad Move. I took 3% when I could have had 5% today.
For those that care, EWJ is in good position with no [...]

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The EWZ is putting in a buy signal at the close of today.

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