It's Complicated, You See

Much like the main character in Bosch, my favorite show on Amazon Prime, tonight's AMZN earnings and its potential impact on discretionary stocks and the market at-large is a bit complicated in light of the action since last night's fireworks in Japan. 

Overall, bulls have been very resilient but are possibly complacent over the short-term. 

We trimmed some positions in the global mining complex in light of some afternoon rug-pulls there, too, even thought gold and silver themselves are firm. 

The market rallied on AAPL BWLD CMG TWTR carnage and now sold off today on FB gapping to new highs--It is complicated, you see. So, trading with agility and discipline is still the focal point of our approach.