It is interesting to monitor our short positions.
The short FAS is doing OK. The XLF MF is doing as badly as the 20DMF.
There is a high possibility that we finish much lower.
SFLY is miserable (but good for our short position,) while NDAQ is not that weak.
As of now, there is no reason to trim any of these positions.
On the long side, the only interesting stock for me (with a real growth story) is PCYC.
We can see that there are not many sellers.
Pascal
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