Lows for the market. Highs for myself.
Only real complaint I have is getting shaken out of my RDC long. I think it still probably goes higher, but not today. Problem is the position was chunky and my number one priority is to control risk regardless of my personal affection for any one position. So rather than just sit there getting rolled on I will live to fight another day. Not like I can't buy it back.
Energy names still get the benefit of the doubt as far as I'm concerned but at some point they will become a source of funds for moronic money managers looking to raise cash any way possible. Can you imagine if the the only place to hide becomes a bloodbath? That shit will be ug-ly. Just something to think about. Better hide the kitchen knives just in case.
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