No doubt, after today's run-up the model stayed long in ENPIX. NAV's should be published in an hour. The sec they are, I'll post today's return.
For now, check out this article. Meredith Whitney was on CNBC today and she is saying exactly what we've been saying all along--no fundamentals are justifying the run-up in the markets.
Talk to you,
Todd M. Schoenberger, Managing Director
LandColt Trading, LLC