Thursday, April 4, 2013

50% Long XIV

JTS remains long, and the CCI is covering its short position today and moving to cash. This puts the JT Comp into a half long position. I'm generally not following partial positions this year, so I'll just hang out in cash 1 more day. Any downside at all tomorrow should flip the CCI long, in which case the JT Comp will likely move to 100% long and I'll put some capital at risk. Until then, I'll remain a spectator. Thanks!

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