Strait Up!

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Positive chatter about this…….

…….led to this:

Briefly pushing the /ES higher than it was before yesterday night’s speech!

I beat a hasty retreat, but I’m still up nicely for the day. Here’s where my five portfolios stand:

  • One: started all cash; still all cash
  • Two: started all cash; still all cash
  • Three: started short at 135%; trimmed commitment to 79%
  • Four: started short at 120%; trimmed commitment to 47%
  • Five (options): sold NVDA puts early today before the spike; otherwise steady

Bummer, man! I was hoping we’d get a serious swoon today.