had simplified my book, and liquidated / closed all (except the fun fun fun NAK gambit) distracting and potentially fragile wagers and swept cleared resources into anti-fragile GBTC
I like simplicity going forward and do not wish to deal w/ unnecessary partnership, governance, sovereignty, geopolitical, domestic political issues to extent possible
So, that means short TSLA, safely, and long DRD, long gold (physical / paper), and bitcoins (GBTC), and accumulate SBSW, NIO, and opportunistic long MJ, XOM, RIO, BBL, opportunistic short ZM, until I break my own rules |