Cut back some exposure, because there may be a correction next month. Hedgeye is signalling a probable quad 4 for July. And Trump's 90-day tariff pause ends on the 8th. Trump needs to be tougher to remove his chicken label. The market is ignoring this now.
Sold Bitcoin & Mexico at small profits. And adding a small short position.
If we get a correction - and I am not sure - then I think its a quick one, and a buying opportunity
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