“XYZ stock is up 15% today! The story is great! And the market was up 10% on Tuesday!! Should I load up on XYZ?!?” This is a common question I’m getting this week–many just can’t stand the sight of some stocks roaring ahead 10% or 15% without them. But that’s what you should do. First, because the market is still in a downtrend by my measures; we’ve been able to be defensive (mostly in cash) since early September, and really, since late-June. Really, the only investors enjoying these huge bounces are the ones that stayed in during the crash. ...