Unlike my evangelical Christian readers, I lightened up today (ha! ha-ha!) and took profits on many shorts.
I still have End-of-Quarter-Itis, but that's OK. I am 30% committed right now, with about a 40/60 bull/bear split. My bullish plays are commodity-oriented (DBC, DBA, and a handful of beaten-down individual equities). I am also short TLT, which is playing with fire a bit, but – – just how overbought can bonds possibly get?
Today was quite stressful (in a good way), and a lot of work. I need my mind to clear a bit before I do a post, and I'll probably make it a video.
I promise this time: no Christians with gas, no Jews with runny noses, and no Muslims with bikinis. I'll seek to offend as few as possible.