We don't know how the market will go, so wait and see.
Everything depends on oil and Iran and Houthi news. We could get a new war or a TACO tomorrow. My base case is that the US continues to strangle Iran while the Houthis allow non-Saudi oil out. Crude in the 90s. Inflation grinds up while the market grinds down.
I added some shorts (High Tech Beta) and some trades. Not much change.
Waiting to add some gold, copper and rate-sensitive shorts. We'll see if it haoppens.
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