Actually I'm wrong. I forgot about the 4% Artisan holding. Do they still hold that?
It's good to have people like CC keeping a fairly uninvolved point of view as it's easy to shout out that the Emperor has no clothes and still get trampled to death by the crowd watching the procession if you time it wrong. CC seems to be bearish on the fundamentals but often bullish on the price movements, which takes some doing in my opinion, but then I don't think he holds overnight. I'd hate to be long overnight when some bad news suddenly broke.
Really getting the feeling this might have topped out now, though. Wondering if it will start to head down before the March 14th results.