Constructive Action

Last night in my interview I made it clear I think we have a good shot at some upward movement in equity prices. I think this is more of a trade higher though, as opposed to something based on fundamentals.

At this point I still have some cash in client accounts although less than I had a couple of weeks ago. I can see adding some more foreign toward the end of the year and I am hoping that tech continues to do well and add some performance. I am still cautious because I do not see why the market can have a sustained run based on fundamentals.

This is just opinion. I will be disciplined to my exit strategies to reduce exposure. This is important. It would be easy to get caught up trying to out think the market.