ranch, unfortunately, we will know only after the fact, but we are close enough to start and rebuild positions selectively. I just got back into CCMP at $41.75, yes paying the piper, it would not retreat to more than $41.50. Also got back in IRF at $18.12, at least this one is close to a buck discount.
I would pay serious attention to the John Hussman essay I posted yesterday. Bottom line -- if the market does not rebound sharply very soon from Tuesday's selloff, we could be in big trouble.
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