Thanks, yes, I find it difficult to separate time frames when it looks like you guys are doing so much better just waiting and pouncing at the right time.

I am clear on the fundamentals, but seeing lately the commodities outperforming their respective stocks (which none of my advisors seemed to to foretell), and what looked like an awesome long-short portfolio having it's profits wiped out (admittedly breaking even is probably better than most right now)  I've been transitioning back into the idea of only trading with those fundamentals in the background rather than holding long term in the same account through thick and thin. I have a lot of positions too, so the temptation to go in and trade them when I see certain ones freaking out is strong. I also toyed with the idea of getting separate accounts so I wouldn't be tempted to touch the long term stuff - 'out of sight, out of mind'!.

What I like about this site is that Matt etc seem to hold all these perspectives very well, though the blog seems generally much more now -in-whatever-hot-stock-focussed which seems more the usual in chat rooms, regardless of whether it coincides with the tenor of the evening updates. It's good at least that he keeps us intermediate folks somewhat in the loop on the 'bigger' technical picture intraday and how that relates to the evening commentaries. For me at least it would be cool if others could participate a bit more in that too.

All the best.