I’m very bullish but I’m away on vacation so I cannot be bothered with the daily fluctuations of the stock exchange, so I moved to cash. I gained +72bps for the session, in a moderately strong tape. Gains are abundant in commodities, but not bonds. Many of you FOOLS went long treasuries ahead of the Fed, thinking you knew something. You actually know nothing and your actions communicate that.
Going to cash is only temporary and I’ll most likely get back in at a smaller scale before the session ends.
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