Can’t write much now:
- Shorts have gotten killed in the last 2 month rally, have covered XLRE, XLI, XLE at loss
- Sold Bitcoin and Eth a few days ago for a nice profit on Hedgeye’s signals. I have faith in Bitcoin, but not enough to hold a wildly volatile asset which produces no cash flows and can drop 70% peak-to-trough. There are things I can hold through the cycle, this is not one of them.
- Uranium doing nicely, keep holding.
