Stay tooned while I revise my set up....

In the mean time, I've moved a little from bonds to stocks. This is a window into part of what I'm doing. There's more than this going, but this is food for thought.

http://www.thereformedbroker.com/2012/0 ... ming-back/
http://www.thereformedbroker.com/2012/0 ... gher-lows/
http://www.thereformedbroker.com/2012/0 ... cond-half/

I don't like what I see, but the price action DEMANDS that I pay attention and doesn't care about what I like...

OUCH!!!OUCH!!!OUCH!!!
http://www.pimco.com/EN/Insights/Pages/ ... gures.aspx
http://www.bloomberg.com/news/2012-07-3 ... -move.html

Wednesday
http://www.ritholtz.com/blog/wp-content ... s-best.png
http://www.ritholtz.com/blog/2012/08/pr ... e-to-come/




Thursday...
http://www.bloomberg.com/news/2012-08-0 ... -cuts.html
http://oldprof.typepad.com/a_dash_of_in ... eview.html

http://www.thereformedbroker.com/2012/0 ... thingtown/
http://www.ritholtz.com/blog/2012/08/mo ... ettlement/

http://www.ritholtz.com/blog/2012/08/se ... rspective/
http://www.ritholtz.com/blog/2012/08/th ... s-changed/
WWJS? http://www.ritholtz.com/blog/2012/08/wh ... h-bankers/





Stay Tooned...