Media Appearance: The Kudlow Report (4/28/11)

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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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