ARE YOU SELLING INTO THIS STRENGTH?
Reasons to sell:
- no rate cuts coming
- markets getting euphoric
- taking some profits is healthy
Reasons to not sell:
- more trade deals on the way
- inflation is coming down
- AI investment only accelerating
- the tutes missed it & will only push us higher as they buy back in
I’m selling some covered calls but core positions intact — curious to see if people trust this momentum or feel its time to now derisk…

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