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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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To: catou1 who wrote (96384)10/29/2025 12:22:22 PM
From: Sun Tzu  Read Replies (1) of 96428
 
Andy is 50% cash, which is the maximum he ever holds. But his model is telling him that he should be all cash.
I am at minimum cash, but I am experiencing more churn than I usually do. I am out of most of my top holdings.
One of us will have to move fast or get burned.
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