From my major entry and call long in May of last year, we've had nice gains on every reentry , sticking with a solid buy buy-only strategy. Why? Bond yields are lower--and heading lower-- real economic growth is slowing. With J.P. Morgan, Citi, and WellsFargo to release earnings tomorrow, I will be sticking to this long only bias for the foreseeable future. WIll post my next entry, as always.
