I want to throw the kitchen sink at this market and short it to zero. Normally I would be aggressively re-positioning here but I can't focus. There are too many distractions in my personal life and I need some time to get things straightened out.
I will not be initiating any new positions for now. In the meantime I have a small handful of positions (mostly shorts) that I'm willing to let run for now. I'm up nicely on the day. Once I get my shit together (hopefully soon) I'll be back with a vengeance. Mark my word.
Wednesday, March 5, 2008
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