It’s been a volatile couple of weeks, and that volatility is likely to continue with earnings season just starting to ramp up. We took a couple of partial profits last week, but we remain generally bullish as most of our stocks are in good shape, and our market timing indicators are positive. From this point, we’re simply going to take our cues from the market and leading stocks—further strength (especially if new leadership emerges during earnings season) will have us putting some money to work, but we’re keeping our antennae up should the selling pressures we saw last week re-appear.
