$SPY The recommended allocation range expanded yesterday to
75% Long and 25% cash. I will continue to watch $ACT, $AVGO, $CELG and $LUV for
possible purchase.
The following piece on CNBC of Sam Zell is worth paying
attention to if for no other reason than Sam over the years has been right many
more times than he has been wrong.
And this is why I do not do emerging markets, this type of behavior is inevitable and undetectable by the non-resident investor.
Click on the following link for additional detail on the
Alpha Model Portfolio.
Be sure to review the Alpha Disclaimer page prior to taking
action any personal investment decisions.
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