Well, today was pretty sick huh? A nice huge rally in the markets served me and prob most peeps really well. Altho I’m psyched I’m keeping it close to the vest, been following Chess’s blog and I’m still about 45% cash in this market. Summers really have tended to suck so I don’t think I can be to full on in this market. Still, with the election year you gotta believe that the Dems will do anything to keep a safety net under this market. I’ve been watching all the mo-mo names that have held up well in this market during the last 2 months. I added positions in DF and KOF recently, which have performed very well. Keeping my eye on BF.B which has been a BEAST, and SHW, which has also been great. Overall however, some great companies are getting smashed in this market, so I still feel really cautious…

A Mili