I have baseball on my mind as Max and I will be heading to a Diamondback game for our first baseball game of the season.

Tomorrow it’s Sun’s playoffs.

The market is doing it’s thing torturing the overexposed and lazy shortsellers and making the underexposed feel like they should get overexposed.

I am loving some of the action of my longs – Apple, Google, Amazpon, Salesforce, but now gold and metals are getting shmeissed. I am short Dell and China through FXP and am now a little underwater in both.

My portfolio has really gone nowhere since I took my licks in broken trends this January.

As I mentioned yesterday, the market is acting pretty well, doling out punishment where it is deserved. The shorts are pissed at the market, but the indexes really hide the damage of this bear market. It has been severe and it’s not through handing out punishment to the weak.

Last week Intuitive Surgical was strutting continued leadership and today it is being hammered.

The world was short Google the last few months and today they cover and maybe get long.

Not enough great sector and country trends for me to get invested like I was in 2005, 2006 and 2007.

Powder dry, stick and move and wait for a lot more strength to get heavily committed.

Have a great weekend. Happy Passover!!!!!!!!!! I hope your Matzah constipation is not overly painful.

Disclosure – Long Laxatives