yea but im short rotational stocks and long only 2 shippers and one natural gas. short work from home, and some that benefited early from yesterdays ridicolous highs. I mean CVS, AIES, EAT had no business hoping 15% or so on yesterdays "we have cured COVID" news
and you might be right. but man I think I have good rotational positioning
but I mean as the markets hitting a HOD my portfolio is near is HOD for last 2 days so makes me wonder if the positioning is solid
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