My allergies are absolutely poleaxing me into oblivion. I was fine up until I walked the dogs last night and was attacked by them. I have been sneezing on and off since then, more than 10 hours straight with little sleep in between. ‘Tis is my life, cursed but blessed. I am blessed with gains today, having been 100% long — also short VIX. I am cursed because I cannot type more than 5 words now without having to blow my nose.
Tomorrow is my bday and I am angling here for supreme winship in the markets. However, as much as it’s nice to see it up so much — there is a weakness in it, especially in Biden green plays. All of the trading stocks of 2020 — hammered down. This is a big cap tech rally, GARP, traditional Silicon Valley type of enjoyment.
I reallocated quick to accommodate this and will continue to tweak throughout the day. Basically, sell anything that is weak today and replace it with trending stocks.
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