Here are my current positions, from largest…

After yesterday’s aggressive sell off, with the DJIA closing near its lows of the day and down more than 200, a steady open like today is probably a victory for the bulls.  But then again, there’s still a lot of trading action to go today and it wouldn’t shock me to see a fade into the close and another close near the lows of the day.

Here are my current positions, from largest notional to smallest:

Longs –

• Google
• Cypress
• Corning
• Microsoft
• Riverbed
• Nuance
• Cisco
• Celestica
• Ciena
• Apple
• DBA
• Visteon
• Adtran

Shorts –

• Lender Processing Services
• SLV
• GLD
• Cablevision
• XLF
• Live Nation

None of our stocks have moved meaningfully today and though they got hit yesterday, I’ve done plenty of buying at these levels and lower levels in recent weeks and I won’t be looking to add unless we do get a big broad sell off this afternoon.