Looks like my thesis is playing out. There should be some follow through next week to rise through the 1150 level.
I will look to take on some light protection next week to prep for some swing action due to the job number on Oct 8th. (We may see some 'anticipated' market weakness before the number is released.)
Also, while reviewing the videos via CNBC, I saw a set with Hedgie Big-Boy David Tepper. In a word, the guy projected a sense of awesomeness. Other than his cool persona (as he controlled that interview, not the other way around), I like the way he broke down his thesis. Its worth watching to see his thought process.
David Tepper 1
David Tepper 2
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