Finished buying the dip in the last 2 nights.
Last night I was really lucky to buy 3% gold stocks before market open, just before Bessent's news that he would buy 30 year bonds. I bought because it was in the middle of Hedgeye's risk range- which is about the best opportunity you can get in a strong trend, the gold price was inching up, and FOMO:
Its overbought now, after the good news. I should probably sell some, but its been so hard building a position that I wont.
Now 100% invested. No cash. No shorts.
I'm now a pig. This bull market could last 1 or 2 quarters. Lets see how it goes.


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