THIS CHANGES NOTHING

First of all, aside from those bastard APP shares I am having a decent day.  Last week I added some GARP exposure along with a few other positions.  They are faring well.  Plus the Silicon Valley soap opera is over and Twitter has a CEO.

I bought BIS early on for a decent price and the position is down a touch.  I would quite prefer more strength so I can get my real position in place.

Toward the close I added some hedge/short exposure via DXD.  The Dow is leading the bulls higher therefore I’ve shot some arrows in its direction.

I don’t need a ton of risk for this position.  A bit higher tomorrow and I’ll shed DXD.  But for now, I am adhering to my pool of data—despite the market of stocks working well to start the week.