Wrap – Week End 6/26/09


What a much ado about nothing week. Very light volumes confirm that yep, it's summer. I'll have comments on the wrap in Monday's post as it is so summery that few will read the weekend edition. In this coming week's holiday shortened trading look for a slew of economic data and some adjustments to the portfolio as we take advantage of recent weakness in the groups to begin positioning for 2Q earnings. Also, look for a couple of small cap company specific snapshots. Not yet a subscriber?  Read about how to fix that here.

Holdings Watch:

  • $10KP: 19,100
  • 56% cash
  • No closed trades last week.




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