Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I don't have any major declines here, for now, a minor retrenchment is about it. FRiday's activity is throwing a small monkey wrench in the data, but I don't have any bad divergences that would precede a significant turning point. I pause that refreshes? Right now, we are about two weeks late, but I would not be surprised if that was "made up" rapidly. I went to sleep with a little under 20% cash, so a small retrench here will actually be welcome (particularly a deep one in COO, where I hope to reestablish position at a discount).

In edit: Less cash now, back in TASR at $42.37.