Flip to short

But carefully, lots of strength here

The conditions posted in Sundays letter for us to liquidate any longs have been satisfied, and the time has come to either be flat or short. Thus, at this time, we want to be sellers into any strength.

As mentioned Sunday, we cold see a substantial and rapid selloff from here, which would set the stage for the true meltup. The action of the past few days, just a preview.

On other hand…