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In spite of the Mnuchin-driven PPT rally this morning, I’ve been doing just fine and dandy. Or at least dandy. This is due to some real beauties in my portfolio getting zapped. This morning’s hero is Atlas Air Worldwide:

Looking closer, we are approaching major support. I’m not so sure I’m going to cover and run, though. I might just take a page from the Fed’s playbook and……….be patient.

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