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I’ve been doing some selling this morning: EWP; EGPT; EWI; and EWG. All are up 50% or greater. Time to bank some profit. Even with Drahgi and the European rates going negative [which should work for stocks] it is always prudent to take a little off the table when you have it…just in case you’re still holding if they don’t [that’s the time to buy].

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