Read this Ockham research article.
And this Kenyon one too...
for this amongst many other reasons, I've been selling into strength-- mostly positions that I've either lost confidence in because of changing business dynamics or realizing that I made a mistake in my original analysis. Fortunately, with the 6 week bear market rally (is that what this is?) and the favourable forex, I've either broken even or made a modest profit on most of the positions.
I'm raising cash to exploit a few special situations that may present catalysts in the nearer term but I'm waiting for a market pullback before committing too deeply to them. I'm prepared to wait up to and including the fall if I have to.
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