The Black Box

[wahz]

not only do I not know, I have gone completely into "fox hole" mode as a result of the weakness in my picks the past couple weeks, combined with the deal with neng. I am nearly setting aside all sense of timing, and focusing everything on each individial pick. Any external news that helps...hey great, but I am in accumulation mode. I am going to stay balls to the wall, about as invested as the brokers will let me. And I may do that even in the face of each of my scenarios calling for a pretty flat net the next 6-9 months, at least it looks that way now.


Please everyone do their own research as this path I am taking, is not for many folks who hang out on bb's. I have a healthy margin of error, and my personal cash flow is such that I can wait things out. Old readers of the box thread know I returned to my business for this very reason, to be positioned to aggressively buy when we ran into the first consoldiation period expected, following the first leg up. Its better for me in the long run of prices don't soar for awhile.