The good news during the past two weeks is that the Cabot Tides have quickly returned to bullish territory thanks to the recent rally, and some growth stocks have emerged on earnings. On the other hand, the market continues to ping pong back and forth as the bulls and bears fight it out. It’s not 1999 all over again, but there’s enough bullish evidence for us to “lean bullish” by holding our best performers, looking for new additions, but also holding some cash on the sideline (currently 28%).
