significantly simplified order of battle by converting much nonessential mining shares (KL, GDX, GDXJ, AG, PAAS, etc) to cash, and eliminated 100% of Put derivatives baggage of standing core divisions (DRD, SBSW, RGLD, WPM)
Eliminated short puts on FNV and disbanded GLD, heeding Armstrong - let's see how it works out
I do not wish to read news over the weekend or ponder macro while watching airplane movies
all so as to better focus on sustained hot pursuit of retreating Tesla stragglers
for whatever reasons, probably should not have but did, sent expeditionary brigade into ALGN territory by short put strike 230 expiration 20th march
The boyz are all busy watching the virus situation.
I am still undecided whether it is all hype or the possible TeoTwawKi
My determination result is irrelevant even to me, because it is only important at the moment what the markets believe, and they are clearly stirred |
