STEPPED ASIDE INTO CASH

I’m sitting in 93% cash, the rest safe and secure in Bitcoin. Let’s be clear, the bears have been defeated and have been refuges for the past 6 months.

But my issue with trading now is the same stocks showing up in my screens: AFRM, UPST, CVNA, IONQ, TSLA etc. I’m living in a ground hog dayesque hellscape and grow weary of repeating the same trades.

I get it, high beta means big movers. I also see various other sectors and industries plodding higher. Heck, I even sold IEP, which was hard because I really want to see Icahn skin Bill Ackman and friends alive again.

Maybe in an hour or two I’ll feeeeeeel better. For now, cash and some Bitcoin.