This is precisely what I wanted. NASDAQ plunging…….

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I’ve been describing this as a “stock picker’s market“. What do I mean by that? Well, here’s one of my portfolio’s at the end of Friday:

Today the /NQ closed up hundreds of points. The /ES and /RTY were both green. So was the /YM. It was a totally bullish day. And yet my 100% short portfolio made money. How?
Because my lovingly-chosen picks defied the market and fell harder than it rose. This also means that on the one or two days a year that the government allows the market to fall, my picks will absolutely scorch the earth.
So that’s what I mean.
With the notable exception of getting a roundhouse kick in the nuts by AXON, I’m having a terrific morning, because the market has reversed hard just like I hoped/predicted.


This has never happened to me before.
No, I’m not sitting on the edge of the bed, eyes downcast, as you stare at my back from across the sheets, wondering what just went wrong. This has to do with Fluor Corporation. Trust me.
