Whoa nellie, it’s ugly out there this mo…

Whoa nellie, it’s ugly out there this morning, eh?  I’ve been being very patient and steady and while I will continue to steady-pace, I am likely to double how much capital today than I have most of the other days this week.  That is, I’m likely to try to put 10-20% of what I expect will eventually be full positions today vs. the 5-10% I had been moving the other days this week.  I am looking out two to three-years in most of these investments/trades, and I’ll take the now 5-10% pullback in many of the names since last week to be a tiny bit more aggressive than I have been so far.  I will likely be adding to my Cypress and Corning today and probably another couple names too.  More to come.