Introduction

The market should have bounced hard to day because thedestrates were down and there was no real bad news. Instead, we got our usual crazy swoon before a decent recovery. Lately, what we've been doing at the capl trust is taking off positions that have a lot more risk and swapping into lower wrist stocks that better fit the current environment. We're still selling the high rist names that don't work, and it is painful, but we want to be very careful to buy stocks with stories that can handle a slow down.