The first half hour of trading today was madcap for me. I trimmed from 30 down to 19 positions and am now at an awkward 40% cash again. More interesting, in my personal account, I took on a HUGE long position in LABU yesterday and got out – – in a true rarity – – at almost precisely today’s top when it sealed that gap up. Huzzah! Anyway, that account is again at 100% cash now.
