If you had to dream up a worse day I don't know if you could do it. You have one of the most bizarre stories I have seen of all time, the arrest of one of the most important people in Chinese business, on the same day as you are meeting with the president of China. You have a stock market where the last thing you want is a rate hike. And you have all these people telling you how great things are because of employment, which will most likely be strong tomorrow.
Nobody has any reasons to buy.
And yet that's probably when you have to pick, which we are doing for Action Alerts PLUS if it helps our basis only and we still like it.
We bought a round this morning but now we have to wait.