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.
