Another quad 2 day today. @Hedgeeye
Markets were down, all over the world, my shorts did well, covered some and opened a few new ones in Industrials and retail, and closed some. XLI is one I closed some out.
Software shares were down some were up and generally speaking they are up quite a lot.
Same with healthcare, Japan appears to be trending.
Anyway, I was down more thanI wanted but overtime going up.
Cant add much. It appears inflation overtime will come down but not today.
The economy maybe slowing, and the wars drag on.
I think there is to much complacency in markets right now and we will soon have an deflation scare, or disinflation scare in a few months and then it maybe time to buy bonds and bond proxies.
Anyhow, im in Iowa and will enjoy the sunset here.
Thanks for reading.
P.S. i still miss Alaska!
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