Monday, October 29, 2007

Waiting for Fed Hallow's Day

For the institutions, today is technically the last day of the month from their perspective since everyone front-runned the perception of a rate cut at the next FOMC meeting on Halloween of all days.

This is more of a day to verify you own at least one of the high fliers that are moving with the markets. The ones in green are in our portfolio.

Today's % Gainers:
Internet - BIDU
China - PTR, FXI
Tech - VMW, RIMM, GRMN, EMC
Metals - RIO, PCU, SLW
Solar - STP, FSLR, SPWR
Shipping - TBSI, DRYS
Casinos - LVS, WYNN

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