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#1 |
Feeling at Home
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Trimmed 1\3rd my position is WFC, I have a sell order on BAC I was just trading it anyway. I am a bunch of expousure to the LNG shippers and storage-regasification and I plan on keeping my long position on. I will probably enter some dry bulk shippers soon, as I close some of my finicial positions.
In general I am trimming back for the summer, but I don't think we made our highs of the year yet. JMHO.
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No function well beer without. |
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#2 |
Ol' Dude
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I still have a few equities and a smattering of funds, but for the most part I'm out of stocks. IMHO the only reason the market is where it's currently at is because the Federal Reserve keeps pushing it higher via artificially low interest rates and running the presses. If the market is strong due to true economic growth, I'm comfortable being in. If it's strong mainly due to governmental stimulation, I feel better on the sidelines.
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