Zeev, the geopolitical picture is getting worse and worse. There is no more "can't get any worse". In fact it can get a lot worse IMO (I hope it does not). What's your take?
Yes, I forgot about durable goods being reported this morning, and had stayed long overnight last night. Took a loss in both CDWC and a larger one in CCMP.
Two rules violated - first, I did not do my homework (durable goods) and second, I held long positions overnight in stocks that are fundamentally shorts.
Take care and good luck. Enjoy the holiday tomorrow, and thanks for the great thread.
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