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Update On Specialty Chemicals And Financials

I have resolved to update my portfolio selections on a regular basis.

My experience indicates that continued out performance of this style of portfolio indicates a positive market in general, and underperformance is an early indicator of an adverse change in the general market.

So far, so good.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.