Lans, Zeev was down to 5 % cash during the afternoon, shaking like a leaf I think. That's an extremely low level for him to hold overnight, don't think he's ever below 20% at the close, and even then, he refers to it as an extremely arrogant position.
I recall the post you're referring to - you might want to re-read it. He's higher than 5 % - 40% I believe is his current cash level.