TAKE SOME OFF THE TABLE

CCL

Scaled off some CCL here @31.35. First of all, I have about 40% gain on this name and I believe it’s time to take some off the table. Secondly, I think there might be a short-term relief rally here and I do not believe CCL will participate. There are better place to utilize the capital. If there were a rally, tech probably would run upfront, and it probably would not last long. I remain defensive. The trusts continue bothering me. A safe harbor (for this selling) turned into a lightening rod, by this stupid government! How frustrating.