Going through 2018’s posts to pluck out my favorites for the “best of” retrospective was truly eye-opening. I re-read some things I had written back, for instance, in March, and by recalling how certain I was of a particular direction (which, in some cases, absolutely did not happen) gave me a renewed sense of humility. It was an edifying exercise.
I was so relieved that the ES and NQ exhibited strength last night. I have dipped my little toe back into the shorting waters again, but five-sixths of my potential shorts are too cheap for me to want to short still. I’m holding out hope we’ll have enough power to reach the yellow tint.
(more…)


