Media Appearance: The Kudlow Report (4/28/11)
Posted By Barry Ritholtz On April 28, 2011 @ 6:00 pm In Media | Comments Disabled
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Back on the Kudlow Report at 7:00 pm this evening with Vince Farrell. We will be discussing Markets, the Fed, and Inflation.
My takeaway:
• We are not bullish, but opportunistic — these are trades (less than 1 year holds)
• We are now 90% long, 10% cash
• Over the past few weeks, we have added, BA, VRTX, HSY, CBOE, VTI (Vanguard Total Stock Market)
• There is a 25% correction coming, but we don’t see any evidence it is imminent . . .
We are looking to add more trades opportunistically, we are now 90/10 long cash, with no shorts (which feels dangerous to me emotionally)
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Videos posted here [2]
Article printed from The Big Picture: http://www.ritholtz.com/blog
URL to article: http://www.ritholtz.com/blog/2011/04/media-appearance-the-kudlow-report-42811/
URLs in this post:
[1] Image: http://www.cnbc.com/id/15838446/
[2] posted here: http://www.ritholtz.com/blog/2011/04/how-do-you-play-this-market/
Click here to print.