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We've seen incredible performance in as little as a month. While it seems that many investors are popping the champagne and celebrating double digits, I'm taking a different tact.
It's not that there is not reason for optimism - but too often during a bull run, the other side isn't being emphasized enough.
I am going to do that here. I will present you with why I recently started trimming heavily, and why I expect my cash position will increase to 9% shortly.