Kryptonite sell program is over. All big caps gone. Still have the S&P futures short. Only stocks now are many energies, deep water drillers, a couple other oil service, miners like BHP, some other "alpha" stocks like YUM, AAPL, India stocks and a few gold stocks. These are long term holdings for me.
FWIW, this selling does does not apply to the Krypto Fund, my very long term holdings - only to trading stocks. I am completely out of short & intermediate term trading stocks. I have only my longer term holdings in a few "alpha stocks" & key overweights like energy, the miners and India.
I am also short the dollar, long deferred lean hogs & cattle, December oats & May barley. I am just posting this to give you an idea of what I'm doing.
Today was a very busy day as the CPI number & reaction changed my near term outlook. I hope to take 1/2 days off for the next couple weeks.