Subject: Re: Timing: recent highs
I call it "Disconfirm Recession", but that's just me. Ever since I went bald I don't have the ability to run around with my hair on fire. ;-)

I still have hair, and it's not on fire. I've been selling very gradually and I've gone from 100% stocks to about 75% in my main portfolio in the last few months. I've sold most of my call options, and I'm not buying any new ones for now. So no, no hair on fire. Maybe, though, when you have no hair it's easier to bury your head in the sand. ;-)

Elan