I buckled and sold out. Couple of reasons. Firstly I am deeply...

I buckled and sold out. Couple of reasons. Firstly I am deeply worried about anything that cant generate its own cash (think our beloved ALK) since funding is not only going to become expensive but also hard to get in a risk-averse recessionary environment. Secondly, if I change my mind I can always buy back around the time of the CR. Could do so now at meaningfully lower price. Not happy though. I tend to love what I buy..... Feels like I have been pregnant for 8 months and then found I just needed to do a poo.