Friday, March 21, 2014

Hypothesis Null
















I made a small bet last week that the Crimean Crisis would move the oil market.  That hypothesis was null.  It seems in the global economy, at least for now, what Janet Yellen says is more important than what Putin does in the Ukraine.

Yesterday, I took profits in Gilead Sciences, Inc. (GILD) on a technical sell signal.  Then I put the freed up cash into Google (GOOG).  That leaves me holding Google and Priceline only.

No comments: