looking for LOVE in all the wrong places ...

Let's focus on stocks au moment ...
completely out fertilizers, seeds, and most oils this week ...
POT MOS MON RDSA BP BPT
-- NOT selling oil-tanker companies SFL or FRO or integrated COP

took new positions in telephone carriers, financial and tobacco ..
T VZ WIN FTR C MO

looking for opportunity to get back into FNM
-- watching fertilizers and oils too
-- will need to reposition from scratch for next run ...

holding fast FOR NOW:
AAPL BAC C COP FRO FTR GE GS MO MSFT SFL T VZ WIN

major inflection occurred at S&P 1146 ... this could be a point at which consolidation will need some time to take out ...

keeping a Heart of Volcanic Lava ... gotta love the pain of suffering and elation of gain ...