No Big Plan…………..T-Bond Update at 10:00 AM CST

Last nights SOTU speech was big on details of specific little deals and short on overall structure, pablum for the middle class if you will.  I have said many times, the White House  has to produce a plan that shows structure of increased revenue and reduced expenditures to get the situation in Washington turned around.  I didnt see it.

We have three more days of the seven day market topping window.


Today we are getting out of all our short T-Bond positions put on in early July 2012.

Also exiting long dollar position and putting all funds from exited bond and dollar positions into additional short Stock positions.

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