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July 26th, 2010 at 3:28 pm
Phil,
I am getting hammered on as I mentioned what I thought was a 60-40 or at worst 55-45 bullish portfolio… I still have several short plays that I feel loth to kill now that we are at these lofty levels. Do you think that we have hit the resistance levels here as per your post? and I should hold my stance… Here are the positions posted on Google spreadsheet, if you at all have a chance to glance over them and let me know why it is being killed (today down 2%) when market is pulling up?
Thanks a lot.