Outguess the market ..eh(CTDIU) ...well ....I agree with your Judy post ..highflyers being brought into line ..fundamentally closer to the mark . Even with the Naz down 11 points today ...the last 2 days give the impression of the ball bouncing ..hopefully on the bottom .Yes ...there is funds leaving for more defensive positions ..yes we are seeing a sector rotation ...BUT there was too much money in tech;s before ...and there will still be lots left when the witch is done . But the big boys will be more in control ....and our bucks will be their target .
The triple witch is having a major effect ..even from a psychological point of view ...and it will be a big hurdle cleared . It will be choppy tomorrow ...and in to next week too ..but the strength is back ...and on the buying side too ...which is a positive sign .....I still think the best deals will be made tomoorow by the close ..
So tell me ,,,as a value investor with a greatly appreciated portfolio ...are you just hanging tight ..or have you sold to lock inprofits ..???