Monday, August 29, 2011

Sitting on my hands

Today's action has me sitting on my hands. Gold is down so I'm not adding to my shorts and the market is decidedly up. I don't see a play here. We're at 1203 on the S&P and we're supposed to see resistance at the 1205-1210 level but I don't feel like shorting anything here. I don't want to play the pullbacks because I think they'll be less pronounced then the rallies and I don't want to get caught in a short squeeze. If we have a pull back tomorrow or the day after I'll be buying. Why? I think we get a surprise out of the non farm payroll numbers on Friday. The market expects 75K jobs created, I see more like 90K.

This is not a recommendation to buy or sell any securities. DAK was short GLD and long GLL at time of publication but positions can change at anytime.

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