Estimated timings today – I’ll be doing 2 stints of writing today, as I hardly got any sleep last night. Therefore the main report will be ready by noon, then I’ll add some more bits late afternoon. Edit at 16:37 – today’s report is now finished. (I wrote this first bit late last night) Good morning, it’s Paul here, with the placeholder article for Tue morning. This is partly to allow subscribers an early opportunity to post your thoughts about the 7am RNS. Also, of course, in this time of market disruption, for you to all have a good old rant about anything (shares-related) that you want. I read all comments with interest. Community is really important at times like this. I’ve closed almost all my hedges (short positions) now, because I think the 20-30% price fall is probably enough. So my focus is now on adding little positions to my small caps portfolio. Although I have to say, this crisis has really made me wonder (again!) about position sizing for small caps. After all, if you cannot get out, then risk:reward might be not so good. I topped up these stocks yesterday (NOT recommendations, we have…
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