Sold half of my position today, didn't want to do it, but can't ignore the narrative the US is playing at the moment. Still don't see them dodging a bullet, but can't fully expose myself to this insane market push. Seriously pissed off to hold a hard line of conviction, but that is part of the game. will deploy my second half back in when I see the pivot. How long will this rally last, maybe two weeks, maybe two months, but there comes a point where you have you admit you got the timing seriously wrong. Wish I had followed Michael Burry 3 months ago when he said he was wrong. Makes it easier to double down if you still have half of your purse to do so.
anyway credit to you Tinhat, you called it correctly.
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