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For the past few days, I have been waking up in the morning in an optimistic, upbeat mood, only to be sucker punched by The Great Santelli and his gang of Chicago fixed income freaks. Thus, my little foray into the bond market is officially over. I sold out of my $TBT position, and will stick to stocks from now on, thank you very much indeed.
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TOTAL PORTFOLIO:
EQUITIES: 58%
- LONG: 58% ($NOG $LVS $MELI $LCAPA $BZ $HMIN $ISLN $RDWR $CMI)
CASH: 42%
TBT will be great as soon as the Fed stops inflating TLT.