Constructive Day

I think today was fairly constructive, after Friday's strong thrust. I would not be surprised to see the SPX break to new highs tomorrow. I added a couple positions in strong stocks with large short interest positions.

They were:

• FORD (38% of float)
• PARL (50%)
• MSTR (23%)
• HANS (65%)
• CERN (40%)

Note: these short interest figures are as of August (from Reuters). September figures should be out soon.

long CERN, HANS, FORD, MSTR, PARL