How we trade needs to be a function of the type of market we're seeing.  Updating our perspectives each day--and sometimes within the day--allows us to trade flexibly and knowledgably.

I'm not sure the current 'tide' is finished going out, as they say, as we looked for in the mega-caps. However that's not to say the 'tide' doesn't move in 'waves', which means you can get rebounds even if low tide is in the future for those stocks.