I feel comfortable with my low-beta holdings and nothing tech centric, as I continue to wonder about election year cycles and seasonal tendencies. Lots of negative divergences and semiconductor sell signals last week from the Black Box. Nothing to do here but watch as far as I'm concerned. Let the gunslingers take the risk with beta. Post-options week, heading into May, the fear of gas prices going to a bazillion dollars a gallon... Eh, no thanks.
Monday, April 24, 2006
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