Portable Alpha Daily

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Friday, September 01, 2006

Writer's Block

Sorry for the short, and delayed post. I’ve been fighting a severe case of writer’s block all morning and I’ve finally thrown in the towel. Nothing really changed overnight in terms of my short-term indicators or long-term market model. I’m still bullish going into next week, where I hope to see the institutional investors propelling the markets upward on significant volume. In terms of asset allocation, I’m continuing to recommend between 50% and 75% equities for the actively-managed portion of the portfolio. Have a great holiday weekend and look for a more significant post on Tuesday!


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