I'll tell you my biggest problem right now: everything is going my way.
My shorts are doing fantastic. Gold is getting clobbered. OK, OK, the few longs I had are stinking up the joint, but they represent maybe 5% of my portfolio, if that (probably more like 2%).
But……..I have a mountain – -and I'm talking about seven figures – – in buying power sitting around, and it's killing me.
I don't want to overdo things, because I am understandably nervous about screwing up royally. So I am only half-deployed.
I'll say this, though – – no matter how low these indexes look, most of my shorts look like they've only started to fall; the possibilities are incredible.
