Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.
long/short trend follower (weekly entries/exits)...hunt big trends...mma, working out...best advice i've gleaned..."an opinion is not a position; a position is not an opinion", peter brandt (5/3/11 in a blog post)
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