Being in cash. The market pulled back 3% in the NDX and 2% in the RUT (remember whenever I talk about the indexes I always mention the 2x leverage percentage vs the actual) and I didn’t give back my profits from last week.
DSTI - Bought it on the giddy up morning move in Solar stocks [...]

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Alec writes:
Can I suggest if I may, a big permanent box where you put your picks in/out only and write about them in a separate way? Many stocks I´ve lost to track of because they were on board 3/4 days back and not have mentioned on daily basis.
Me:
Sure, I’m going to put them in a [...]

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MSFT
ICE - I like the exchanges here. ICE is breaking upwards. I already own NDAQ. I like NYX and CME last and not really interested in NMX.
MAT
SWY - Safeway looks really intriguing here.
BAM - This one keeps coming across the screens.
International Banks like - BBD, ITU, STD all turning here.
The pollution / waste management sector [...]

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