Bookkeeping: Adding to Goldman Sachs (GS) & some Strategy

Continuing yesterday's theme of "last stages of correction means junk sectors in, good sectors out", I am adding to Goldman Sachs (GS) in the $180 range. Up to 2.6% of portfolio. I am feeling even better about this switcheroo into financials yesterday after watching the relative out performance of the group today. [Bookkeeping: Starting Ultra Financial (UYG)] In fact as I take a swig of my Kool Aid, I am thinking of unicorns, mermaids and unemployment rate falling from 5.5% to 5.3% to offset last month's huge increase - and the stampede of CNBC pundits rushing over me to buy stocks tomorrow AM. ;)

As we all know, Goldman Sachs (GS) rules the world, they just allow us to live in it - sort of like the Matrix. The company has broken through the 50 day moving average which it's been hovering around the past few weeks (sometimes above, sometimes below). The 200 day...