Fly Buys: $LK, $GUSH, $LABU

I’m simply taking the path of most resistance now, doing the exact opposite of what a smart person might do in the market now. Clearly the market is injured and wanting lower. However, you and I both know — NOTHING CAN STOP THE BUYING. A Trump trade war win is simply one tweet away.

As such, I purchased shares of GUSH and LABU — taking long directional bets in the riskest of sectors. Also, I bought a maximum third tranche of LK — the Chinese Starfucks. This is now my largest position at 15%.