tag:blogger.com,1999:blog-2335748440449035592.post3606043671851410289..comments2008-03-14T16:34:57.932-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-2335748440449035592.post-38317377333431468042008-03-14T16:34:00.000-04:002008-03-14T16:34:00.000-04:00Like the Ag stocks, same with the steel stocks. I'm hesitant to sell any of them, in anticipation of a decline right now. I'd rather just have more short exposure to hedge them. I'm not sure even on a major panic selloff (vix going to 40ish - is what im looking for), that they will make it down to the 200ema's. That being said, I dont think we'll see a panic selloff bottom, without the 'generals' getting shot again... at least a little. But even getting shot, may not take them down to the 200emas. I wonder if I'm thinking that, the rest of the herd is too...Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.com