For the entirety of this week, my portfolio positioning is going to be deliberately very, very light. When I’m at my most aggressive, my commitment level is 230%. Right now? 53%. It feels like being in all cash.

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For the entirety of this week, my portfolio positioning is going to be deliberately very, very light. When I’m at my most aggressive, my commitment level is 230%. Right now? 53%. It feels like being in all cash.


Sorry, but I just love stuff like this:
We are going to start with this picture of one Lucas Duplan, about whom I last wrote nearly a full decade ago. The post is worthy of a re-read, since it’s especially sassy, even for me.
