I MUST BE PRESCIENT HAVING ADDED THE DEFENSE STOCKS LAST WEEK. OF COURSE, I’VE WARNED THAT ALL THE CHATTER ABOUT THE FED WAS A DISTRACTION – THAT WAR WAS THE REAL CONCERN. THAT SAID, THE PLUNGE PROTECTION IS OUT THERE AND SEASONALS POINT TO A RALLY TRY. WE SOLD VTI INTO THE CLOSE FRIDAY WHICH WAS ALSO PRESCIENT AND NOW WE CAN REPURCHASE IT HERE. BEING LONG OXY AND PXD ALSO WAS A GREAT CALL.