Tuesday, July 3, 2012

Risk On!

It's beginning to appear that this correction bottomed about two weeks ago when Goldman Sachs recommended shorting the S&P 500. I love it when the smart guys are caught leaning the wrong way. I hope it doesn't happen to me.

The portfolio remains 96% invested in equities. Recent additions, KMR and ECA, are up 10 and 13 percent respectively.

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