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We've been doing a bit of selling at the "pointy" end of the market over the last couple of days and have moved to 10% cash. Most of the stocks we have sold have been in the technology space and need a bull market, upward momentum and a positive sentiment to underwrite their share prices. See which stocks we have sold in the newsletter today as we move to "DEFCON 4 - 10% cash and on alert for a more precipitous moment. Hopefully it won''t happen and if you look at the iron ore price over $230 and the resources stocks up again today, there's nothing much to worry a long term Australian investor.  NAB and WBC ex-dividend today. Bitcoin down 25% from the recent top as Tesla turns on it on environmental grounds. A few interesting fund manager comments and stock picks in the newsletter today as well as a bit of an education about stock market education.