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This Is Not Investment Advice
The Market Right Now - Current Longs
Lot of gyrations last few months and I have been very clear and consistent about the market’s positioning and impact on Risk On/Off. Open mind. I’m neither “bullish” nor am I “bearish” . . . . . especially right now. My senses are still on high alert for both directions while maintaining a high level of cash.
But - I’m not net Short and do have several Long positions. Remember - my primary objective is to get Long and stay Long the absolute BEST stocks for the broad and consuming ‘Melt Up’ I’ve described multiple times. My preference would be to be able to “sit comfortably” Long but a) it doesn’t work that way, and b) if anything I could see the markets become even more oriented around single stocks and aggressive trading action in both directions.
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Here are my Longs listed in approximate order of total capital deployed:
PL
KRKNF
NB
BORR
CCJ
VIAV
ONDS
SHIP
AMPX
OPTX
GLUE
UEC
BIOA
SES
LEU
MRAAY
HNRG
Some of these are given a lot of leeway if I am methodically building them. Others, not as much. Above is separate from derivatives which I may choose to employ more to maintain higher cash balances - time will tell.
