Pick Your Friends

I've been describing this as a "stock picker's market". What do I mean by that? Well, here's one of my portfolio's at the end of Friday:

Today the /NQ closed up hundreds of points. The /ES and /RTY were both green. So was the /YM. It was a totally bullish day. And yet my 100% short portfolio made money. How?

Because my lovingly-chosen picks defied the mar…