Wednesday, July 18, 2007

Banking and REITS could be the end of the rally

This morning I tightened stops on everything, bought a few solar stocks. Plus after the open this mornings I ditched my long ETF's in QLD, MVV, SSO, UWM and switched into TWM which is short the Russell 2000...the russell is the underperforming so I short that first.

Also bought SKF (short financials) and and SRS (short REITS) again. Bonds and Banks are giving way this morning which is/was a key component of this latest rally attempt. Energy is leading again which is why I cannot go completely bearish. This is a market of good sectors and bad ones.

So we watch to see if this is merely another good buying opportunity or the beginning of the end...

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