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I retreated a bit today into the market weakness, selling down my longs and cutting some small losses, while locking in some big wins this week in AEO and MNST. I am still net long, though my cash position has increased. The market is moving back into a gray area, and I am going to place my portfolio’s health over my ego. So, I will forgo making any bold predictions here. We have seen some good progress in sectors like real estate and homebuilders, but then again market leaders like AAPL and the gang are looking heavy.

More on the recap after the bell today…