Added some shorts plus long oil at market last nite.
Its a mixed market. Some sectors are going up, many down. Short some stuff, long others. It changes, with no overriding themes.
Probably looking to buy some crypto soon and cover some shorts. Before flipping back to do the opposite a week or two later.
In the short term, rising oil/diesel is grinding almost everything else down through higher rate expectations. In the long term, I think we are near the end of a multi-year boom. Stay small, nimble, and don't get attached to anything. Float like a butterfly.

No comments:
Post a Comment