Tonight is probably the bottom of the dip.
These are my current positions before open. I intend to cover a small amount of shorts, reducing them to core positions. Also want to reduce some losing positions. And buy more. I may go to -ve 3 or 4% cash.
Biggest "Trade" positions are bitcoin, tech stuff (Quantum and memory), IWM, Industrials, copper, China. Stuff that should go up with economic growth, inflation and bubbles.
I think the Iran war will resume sometime. But today its a bull market, in a growing economy (even with rising inflation). Today the market says BTFD.
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