Wednesday, February 05, 2014

No Changes, But Nice Reversal

I didn’t change from 100% cash, but was tempted to play earnings roulette today – but didn’t.  $TWTR crashed while $GMCR ripped.  I probably would have gambled on Twitter’s earnings, but didn’t that seem a popular bet heading towards today?

I think the big story today was that stocks looked bad, and then the Fed decided to speak up and then prices ramped up.

Being patient…

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