Fly on WallStreet

I do not feel comfortable adding to my positions, nor shorting stocks. The market has a fucked up feel to it. Therefore, I will be reducing my equity exposure for some wheel barrow dollars.

Despite small pockets of strength, I sense a sentiment shift, as investors cash in their chips-- following a spectacular April.

I am in a difficult position, due to long term, entrenched, positions-- which I cannot sell. And, my unwillingness to throw a few shorts on the grill, makes me both stupid and lazy. Basically, aside from special situations, I am a sitting duck.

However, I'll have you know, I am a duck with teeth, who will bite your arm off-- if provoked.

Normally, I'd feel like buying HANS, down a dollar. Not today.

Today, I will do nothing, while the CNBC jerks dance around on T.V.-- like little circus geeks.

As for today's trading:

Certain Hardware names look good, especially HPQ, RIMM, CAJ, LOGI and LXK.

Also, certain defensive names are green, such as KO, MCD, BUD and BKC.

Basically, it's a snoozer.

Off to take a nap.

NOTE: Please take the new "Fly Survey." Are you bullish or bearish on the markets?