I'm taking this opportunity to catch up on some email, and I thought I'd check in briefly to read a few messages and see what's going on.
First..I AM NOT ASENSIO OR MR. PINK OR ANYONE ELSE FOR THAT MATTER DAMNIT!!!!
I still stand by all my original recommendations. I would caution that it will be precarious to short just about anything in the next few months. Less emphasis on shorting...more emphasis on buying.
One quick recommendation:
Very, very strong (pounding the table and turning backflips) buy on CPU. Retailers in general are loathed by the market right now and everyone is very nervous about the economy. Use this rare opportunity before it goes away.
I'll be back home in early November.
I don't go by "Willie". My friends call me Bill. You, on the other hand, may call me Mr. Wexler.