In spite of the absolutely laughable rally that turned a deep red night into a bright green day, my all-shorts portfolio is doing just fine, thank you. I have only a single ETF short, which is the semiconductor group. Importantly, this broke its trendline decisively today, which had never happened this year.
I just went through all the individual semi stocks, and there’s frankly almost nothing of interest. I will note, however, that I am also short Micron, which is definitely one of the more vulnerable-looking ones.
