Man it's ugly out there today. It's hard to shake the feeling Oil is telling us something other than a supply/ demand imbalance and a strong dollar, but that's what I'm going to do. Isn't this what always happens? What happened to that 2nd tidal wave of foreclosures that never came? Ukraine? Ebola? US debit?...etc., etc., etc.
This might be easy to say only being 20% invested, but the damage is real. And costly. So be it.