Trade as though they are a source of funds for the capital constrained. The Naz high fliers like AAPL, GOOG, FSLR and RIMM are seeing action by the players that want to dance, and the capital constrained on these names are those that have shorted these numbers.
So they ramp, while the others lag.
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The four horsemen will be like Wile Coyote off a cliff next week. Wait and see them fly.... down.
I'm assuming the Fed cuts intermeeting. If they don't...
Fed Cuts = $ decline ==> China Sells $$$ ==> IMPLOSION
Fed cuts will cause an IMPLOSION on the short's P&L! 80% of the dollar decline is a function of the weakness in housing...
http://www.minyanville.com/articles/CFC-URI-ge-bac-wm-lm/index/a/14976
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