This stock market has no idea where to go

We are in a random period.  There seems to be no analytical pricing of equities.  There are simply mood changes as money managers look to see how they are presented at year end.

This is no time to do anything but lighten up.  There are always opportunities, and there is no ignoring a few of them here.  That said, old holdings with big gains can take some beneficial reductions, and tax consequences should be ignored.

Liquidity is becoming an issue for some and that, as was clearly shown in 2008, can possibly mean for all.