Back on March 15th, I warned the fucking readers here of impending rotation out from tech and into basic materials. I blogged about potential rotation for weeks afterwards, warning you of its eventuality based upon the laws of seasonality. Hopefully, a few of you didn’t chase the other dodo birds off the slide of the cliff and into hot tar pits and instead enjoy the comforts I now enjoy long the oils.
I do not need to explain these things to any of you reading. Giving you information to trade on is like throwing it away. If you want to trade better and watch me do it in real time, join Stocklabs while I am still here for you. Very soon I might get bored and moved onto other things, and you’ll still be there like fucking morons attempting option gambits with half your accounts — blowing the fuck up and out of the business for good.
I am +127bps today, focused on basic materials and trading freely in this session. I have a small 6% position in $UVIX which is largely ceremonial and it makes me feeeeeel better having something there to protect me in case of imminent nuclear war. Meanwhile,
Look at me, +18.6% for 2024, coming off +55.5% for 2023, +61% for 2022, +218% for 2021: who can fucking stop me?
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