My short exposure has been increased to reasonable levels once again. Sold some DELL, PCLN, TOL and more BX. Also initiated what I like to call "the balls of steel trade" via short GOOG.
What do you know? Profits are accruing to me in short order.
To pair with all my short exposure I continue to increase my metals exposure. My current disposition is long gold, short everything else. Not unlike my previous disposition which had been long energy, short everything else.
Making money on the short side still seems almost too easy and that makes me nervous.
Oh and I'm long AEM. Which is nice. Buy the miners here. Like GG too.
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