Thursday was a calm day of trading. Thus morning the futures point to a lower open.
If buying picks up after the initial selling it will be a good time to add the 2nd tranche of buys and come up to 75% invested.
If selling leads the day stay at 50%
UPDATE: Selling has definitely ruled the day as the NASDAQ is off over 2%
The final 2 hours of trading will likely be very interesting.
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