Wednesday, July 30, 2014

Pulled Up My Shorts

My crystal ball was definitely hazy for that reading. US Q2 GDP surged to 4%, smashing expectations, and of course dragging the usual suspects up and down the direction they "ought" to go.

I have to say that I am quite surprised. I thought the print was gonna be u-g-l-y, but I guess I was totally wrong for that. Too much of a pessimist I suppose.

Anyhow, I've covered my shorts for now. Don't get me wrong though, I still see giddy ride ahead of us! Until then, I actually feel kind of relieved that I am not very exposed in the market. I guess just that feeling itself speaks volume about how crazy I feel the markets is right now.

Oh well, who knows what tomorrow will bring!

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