Bounce Day — Tech Lagging But Firming Up

Tech was doing worse earlier, but has since picked up. For the Nasdaq, today’s +55 is pedestrian. Many tech stocks are barely up, but 80% of them are up. This is a tenuous lift in tech, nothing energetic about it.

I still have 10% cash in active account. There isn’t anything that yells out buy to me now, although this ROKU looks pretty sweet.

I regret not selling TLRY when it opened +5% this morning. Seeing it down now makes me want to kill myself.

Moving on, I have to go walk the coyote now, so that she can menace the neighborhood and square up against the local deer and fox. Truth be told, the suburban life wears thin on me, people jogging around like sweaty hogs — me having to dodge lawnmowers every block.

When the kids are all in college, I am the fuck out of here.

The Exodus Quant is +100bps today. Ergo, I am somewhat happy, in a milqetoasty sort of way.