tag:blogger.com,1999:blog-2335748440449035592.post3380034074297898603..comments2008-05-07T10:34:21.586-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-21126239539479907442008-05-07T10:34:00.000-04:002008-05-07T10:34:00.000-04:00Yep, makes sense to get more cautious. Running out of catalysts here...TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-12426474951024756612008-05-07T10:17:00.000-04:002008-05-07T10:17:00.000-04:00I am down to 50% invested in the equity portfolio this morning. <BR/><BR/>Tough call. S&P Earnings are shit this quarter but the helicopter money is raining down in bags. <BR/><BR/>Fortunately there is the commodity futures portfolio that has no shitty earnings problem....shaxmatisthttp://www.blogger.com/profile/07220757563758396222noreply@blogger.com