Just popped in to see your cash level. Thanks. Looks like you are not buying into the bullishness of the upside breakouts in all of the major indexes. (64% cash I interpret as at least short-term bearish.)
My main question is with JPM. It has run from 20.13 on on 3/12 to 34 today with hardly a rest. I went short too early, but might this pull back below 30 soon?
Your help in extricating me from this error would be much appreciated.