I'm very busy this morning. My portfolios are doing super (my screw-up with /ES last night notwithstanding……grrr………) so I need to – – you guessed it – – examine stops and, where necessary, tighten them. So I'm going to be pretty quiet today.
I will say that one of my bigger holdings, EWT, is a favorite of mine. It is based on the Taiwan equity market, and I think it's got a fantastic future in the months ahead. Here's the important point – – even if we plunge again with a final wave 5, I don't think EWT will make new lows. This thing has been really resilient. I'm holding on to it, even if we do take another tumble.
