Back to the stock market, there are times when I can write to you that the market has a very, very high probability of going up, or down, or that a certain stock or sector is in favor or has definitively topped out. In other words … I (and most good investors) strive to have conviction, putting the odds strongly in our favor. However, right now is not one of those times. Yes, the economy stinks, but the market’s action is indecisive–it’s certainly not good, but it’s not terrible, either. So what do you do during such times? Personally,...