I agree with you. Zeev is so impressive with his calls sometimes I wonder if he has a direct line to the big guy upstairs (okay, I know Zeev is somewhat agonostic, no religious implication intended). I just don't want people go out make sub-optimal trades based on misinterpretation of Zeev's calls, then blame him for "bad calls." There is a big difference between advice to exit longs temporarily for redeployment later and actively starting shorts.