I am not a fundamental analyst though I passed the Series 86 exam years ago What I do is listen to the fundamentals from time to time. I like to pay attention to "knock on effects", and what can happen after the obvious.
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This isn't an aggressive trade in my view but I'm not sure I want to be aggressive here.
One of the most continual themes in this market is that anything that was liked last year is hated this year.
'It was never my thinking that made big money for me. It was always my sitting.'