All the hype making you hyper?

This is not the time to get caught up in the hype of news stories and CNBC nonsense.

Take a step back. Look at your portfolio in an organized way. Determine what supply-demand relationships are in all the positions in your account. Do this without emotion. Do it in a logical way. See what your results are. For a moment, forget the names of your stocks. Call them X and see what your results are.

Now you know what's in your portfolio and what your relationships are, next time, I'll tell you what to do with those positions...