Good morning and welcome back to the circus. Coronavirus has gotten worse in the last two days, but the markets are looking past it for now, as I'd expected them to. However, after doing the Latest Positions round up and looking at our returns already this year, I'm going to go ahead and trim a little more across the board today, maybe 5% of most of my positions -- just to get … [Read more...] about Trade Alert: Getting a bit more defensive