Someone once told me you can have everything you want, but not all at the same time! This is my current situation in the game. My currency returns in my "Winning portfolio B" are now at 57% but I am dismally behind in my stock picks. This weekend I will try to rebalance my stock portfolio to kick my returns into high gear, while maintaining my aggressive trend following in the currency markets.
Today's stock market posted modest gains after a lot of volatility, the hope is that the shorts will continue to cover their positions into the holiday weekend and that we have seen the bottom of the stock market. If that is the case then bargain hunting is in order.
I have an old article about new president's and the stock market that I wrote four years ago when Bush and Kerry faced off, I will look around and see if I can find it to post in the coming weeks.
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