A Bear Shitkicking..Who's Kicking The Bears the Hardest…Portfolio Update

Not to pick on the bears as I am friends with some, but oy. You guys need to just chill and be patient . How many times do you have to get drubbed?

You are providing the EXTRA fuel for this rally. That no uptick rule is destroying you…you know, the rule you loved a few weeks ago. As I have told you…it’s not a toy.

CME, NDAQ and ICE are all back at all-time highs. The exchanges have never been stronger… that’s just not bearish. Those brokers with little exposure are also at all-time highs including my favorite and top ten holding Interactive Brokers (IBKR) and new momo broker and investor information king Investools (SWIM – they own Think or Swim – No position yet).

Solar stocks are destroying the shorts.

My stock accounts are well back into all-time highs. The extra buys I added into the meltdown a few weeks back (CYNO, HNSN, SPY and VMW) and the explosion in Apple, Solar (specifically FSLR and CSIQ) and RICK’s Cabaret have been right on.

The bears are grabbing on to tech heavyweight RIMM as a last bastion of hope, but that stock could rally $20 bucks in an hour.

We are on the verge of another meltup. Amazing stuff for the bulls indeed. I have a pretty big buy list these days and added DSCP today. I think I will add another medical/biotech tomorrow – CPHD.

One thing you won’t see me adding – financial stocks. Happy with Amex, but would be happier with Mastercard.

Enjoy… and sell some stuff you hated a few weeks back…I have. This pace never lasts.

Disclosure- Long SPY, VMW, Apple, CSIQ, RICK, FSLR, NDAQ, CME, DSCP, RIMM and IBKR among others

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