Welcome Back

And we are off to the races again. I have increased long exposure over the past month and I am thinking it is getting to be time to sell some stocks. I am going to do some trimming, moving gradually towards a more negative bias. Sell into strength as there isn't a whole lot to move the market substantially higher. It has been a range bound market this year and I don't see that stopping any time soon. Not much interesting to say right now as I am patiently waiting.