Thursday, November 5, 2026

Up 2% tonight

Holy Fuck!

  • Added some precious metal shorts, but these might be covered later.  Bonds up, rates down.
  • Bought some ETFs - those that do well in a slowing growth
    environment - then changed my mind and cut them.
  • VIX spiked.

Not covering yet.


Tonight is probably the start of a crash.  Everything falling indiscriminately leads to more positions being unwound.

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