RF's Gameplan

Well RF seems to be getting smoked by shorting; however, RF is always ready for plan B. See when the market reverses, it's really unpredictable. When you run from 667 to 919 in 8 weeks, that is a little bit absurd. RF still has a 40% cash position and uses the shorts for a 1 or 2 push down, then will cash out to buy longs on my list. Mother market wants to take RF down and so far with the melt up in Finnies and the S&P, she is moving good. Frankly, I am a bit mixed. I am net short but have some tiny small caps that can rip 20% in a day to hedge myself.

My advice is to play it smart and know that RF is going against the trend and the wave. RF might lose this one but I am very skeptical. Frankly, the smart person would sit all in cash with a tiny hedge and some longs, but as you know, RF is manaic that likes to ride the motorcycle through flaming circles.

If you want to get long and that is cool, i'd look at some tiny stocks that could run. Here are a few:

PACR, GMO, TVL, ABK, FLOW (had a big run today, i own it), SD, FRP, BRCD


When (or if) we pullback, I will buy selective parts of tech and some oil based names. I will post after I complete the position. Until then, trade accordingly and responsibly (unlike me) and see if the bulls will fill the DOW 9000 gap.