Even God Is Long
- Posted by UpsideTrader
- on April 2nd, 2011
I sold many things on Friday starting at about 3PM. Am I bearish? Not at all, but I get paid to monetize my positions and try to perform. When you take 9 points out of AMZN in day and half, and 10 to 15% returns in four or five days in stocks like FTK, REDF, MHR & IDT, discipline (right or wrong) tells me to take some off. Is it getting frothy? Yes. Does that mean it won’t get more frothy? No, but I sleep better knowing I took profits, reduced size and raised stops. Stocks are like taxi’s, another one always comes by in five or ten minutes.
As a trader, when you are on a run and you start to sell it can be depressing, I think endorphins retreat or something as it kind of feels like the last day of a great vacation. Many traders fail miserably in the weeks following the type of run we’ve had, as invincibility and a teflon mentality kick in. Remember that your not that good, the market was just on fire. I’m still net long, but smaller. Hope you had a great week and month.
To request performance please email me at upsidetrader@gmail.com
Here are some links that I enjoyed reading and have a great weekend.
Blankfein’s driver is the best gig on wall Street.
A major “get” for Stocktwits.
Home modifications were a massive failure.
What is hot or not.
Don’t drink the cool aid, the next crisis will of course involve the financials.
Sitting around with “The Hef”
Grace Potter: Rocks new “it” girl.
The Hangover 2 trailer, looks hysterical.
Ghadaffi’s daughter goes rogue.
Microsoft’s odd couple, Gates and Allen
Southpark goes Broadway and the reviews are pretty good.
Follow @upsidetraderThe information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Joe was on Wall St, for twenty five years and his career took him to the retail, institutional and capital markets... More »
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