A diary of the thought process behind my investment decisions
I used today's strength to make some small sales. It has not changed my overall positioning much. I remain medium sized net long. I was planning to add some hedges if we surged into the close but that does not seem to be the case. While I don't believe there is reason to be very concerned, there is enough exuberance out there to make me want to add some hedges if we have another up day tomorrow. Have a good night.