Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I rarely go from Bear to Bull, or from Bull to Bear, naturally, I pass through "neutral" at such junctions. When asked in later posts, I suggested a retreat to the 1920/25 area, maybe as deep as the 1902 gap filling area. So far, that is where we are. Now that we got what I thought would be the full retrench (even though, I would not be surprised if we overdo by another 30/50 Naz points), it made sense to get back into bullish mode, and my cash position (around 12%)reflects that.