We’re gonna keep this quick cuz I’m on the road doing errands.
I just got off the phone with JC, who called me in the car. His “spidey senses” are tingling and he thinks there might be a low-risk/high-reward opportunity to short the broader indexes here.
He likes it both as a standalone bearish bet and as a portfolio hedge against a bunch of longs that are working for us right now.
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