I have a smaller cash position than the 50% I was holding this summer. My current cash level stand around 20%, with purchases of HCLP, NRP, DRI, RMCF, SCO and a handful of dips in my current assets eating up the 30% cash position.
I sold EUO weeks ago.
I’m not sure if I chose exactly the moment to lever up into the firestorm but I’d say we’re about to find out.
What I do believe, though, is that feminism has seized Ben Bernanke’s chair, and Janet Yellen can smoke blunts with the best of them.
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