for the brave souls with strong conviction the first "important" Q2 announcements in the USA is the week beginning 13 July with both JP morgan and Citi.
Im thinking that until then unemployment/Covid numbers simply have no influence on the market.
That probably swings me towards selling down half , with a buy back in 4 weeks time. If I miss the "bus" before then , well its only half missed. On the other hand , the degradation of holding BBus has been a continuing cost.
Anyway , that is probably my final thought on BBus until we see what happens over Monday .
Good luck particularly to Frog , Bundy and Bert as you work out the best way fwd with the hedge.
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