NYC is packed with people all over the world today. You can tell they aren’t from here because they wait for the pedestrian light to cross the street

Follow that dream

Outside of my original $MU position I was all cash until I added back some exposure today to test the water. If we continue to see follow up strength over the next couple days I will keep adding exposure. And I’ll happily buy higher prices. Few days ago many stocks were cheaper but there was no reason to be buying. I never became bearish for a second I just knew how much uglier things could have gotten fast. I’ve been pressing this uptrend since April 8th fully invested and even on margin at times. I started raising cash last week as new trades stopped working which saved me a ton of pain on Friday and earlier this week. If you are fully invested right now then you must have sat through a sickening drawdown the past week (I didn’t) and you are feeling good today because the surprise to the upside saved your ass!