update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like take profit on short on Kone (Knebv fh) and long GDX and reduce short on EEM October 16, 2018 close short on PANW November 15, 2018 take profit on tencent November 2, 2018