I do not panic buy and I certainly do not panic sell. Buy bearish and sell bullish - always. Knowing why something happens does not change the facts - price action trumps all. Buy the fear, sell the greed, then bank the short.
Interested in market breadth and shareholder yield. Market cap is my favorite metric. Currently bullish and overweight investment firms and Bill Gross. Previously: solar. From the Bay Area, now in Cambridge, MA.