Today is the kind of day where you have to remind yourself, "cash IS a position". If you're an active investor, it's a mistake to think that you always have to hold a stock to be "in the market". You can be "in the market" because you do your research and focus on what the market dictates. And in some cases, the market may dictate that you need to get out of all positions and stay there for a bit. That's OK, holding cash is still a position and you are still in the market.
Most of my investing models are based on weekly numbers anyways, so focusing on the result today is fine as long as the bigger pictures is kept in mind.
