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Re: Theo post# 12933

Monday, 08/02/2021 8:52:01 AM

Monday, August 02, 2021 8:52:01 AM

Post# of 12943
I know you're on your way toward the big Mac,

maybe you'll peek in, but this seems as plausible partial answer as any.

Still placing bets on a catalyst, at this point likely the new variant, causing some shutdowns and pulling the stock indices down 15-20% and crude catching the shrapnel from fears of reduced demand. At this point I’m 80/20 short the Russell 2000 vs short crude futures. The Russell is gonna get pounded, those companies rely on capital investments that aren’t gonna be coming in. Add in the recent tense diplomatic trip to China, inflation, eviction moratorium expiring.....its time for some aftershock carnage. This month looks horrible, looks so much like 2008 I cannot ignore it.....

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