A wild ride today as a headline that the trade deal is "over" turns our market around from up 55 to down 62 although the White House adviser that said it now says his comments were taken out of context and we're up 2 as I write. Whatever. Still in cash watching to see whether the storm dissipates or develops, waiting for the next trend. The case number headlines continue to deteriorate but we wonder whether case numbers actually matter any more. Maybe not. We look at a few stocks and sectors today. If the US market wasn't close to all time highs you might develop some mild optimism about the worst being behind us. It probably is in some sectors, but nothing looks compelling today. That may change, but not today, not on the trade wobble, not on case number trends, not on Trump losing traction and not on price.