Victory Gets Rewarded to the Bold

Yesterday I was throwing tantrums in my sand box. Today I’m a stock market guru, up 1.8% due to an overall lift in stocks thanks to NVDA.

Oil is pressing too.

Bottom line: we are BOOLISH again, although this time I’m somewhat reticent to add leverage to the portfolio. My weekly quant picks are doing fine and I de leveraged this morning, save 1 Ai stock, and really don’t feel like buying a bunch of stuff now at the highs and potentially sliding back down in a routine sell off.

We should be fine here — but you never can truly tell.