I actually thought it would be weeks or months before (a) any of these longs were ripe for selling; or (b) any short opportunities came up. But if you'll look at my watch lists, you'll see at this point I've once again got a pretty good balance between longs and shorts. It would seem that in any given market, one would be virtually all long or all short, but in this crazy market, I am seeing terrific opportunities in both directions.
More later……
