The Cabot China-Timer tells us that it’s time to be cautious, but not fearful. There’s lots of volatility, but most of our stocks are holding up to the pressure. We have news of a very interesting investment conference in New York and a stock for our Watch List that looks to be developing along the same lines as eBay in its early days. It’s a good time for waiting and watching, and that’s just what we’re doing.
