We added a few names on the long side today, but also increased our $SPY short to overweight. We still think the major indexes could come under further pressure. That said, as long as quality setups continue to proliferate and our open positions aren't showing meaningful deterioration, we'll continue buying individual stocks emerging from constructive bases at low risk buy points. It's rare for me to be playing both sides of the market, but that's how it developed by default. https://t.co/JXzFFTmMtn.
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