Lu had a reason. Each day the Turtles had to write down their contingencies for the day. Lu, who never really had the intense trader drive, simply had two pieces of paper listing his if/then contingencies, his buy and sell points, for each market each day, and his second sheet listed cocoa. It turns out that Lu had a rule that if he had two pages and if a trade wasn't on page one, he wouldn't trade it. Cocoa was on page two for him.
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