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Something Very Bad Is Going To Happen
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Not a whole lot happened on Friday, because we're all waiting to see if rainbows and unicorns fly out of Pakistan this weekend after talks between the US and Iran collapse. CPI came in hot, but predictably, nobody cared because again, all eyes are on Iran
We'll see what happens on Monday, but with last week's rally in asset prices largely based on the Easter Bunny, things may unravel fast if talks end badly, which seems to be a foregone conclusion given how far apart the two parties are.
My gold model remained at neutral.
Positions: Short SPY, QQQ, MDY, IWM, XHB, and BLDR. Long IBIT and DBA.
I punted AGQ for a small gain and bought some SLV 65 puts for Monday's expiration for 18 cents.
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While
I cannot provide personalized investment advice or recommendations,
I welcome feedback and observations. You can email
me at Lance Lewis. For all website and subscription related questions, please email DMS Support
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Disclaimer: Lance
Lewis periodically publishes columns expressing his personal views
regarding particular securities, securities market conditions, and
personal and institutional investing in general, as well as related
subjects.
Mr. Lewis is the president of Lewis Capital, which is a registered
investment advisory firm in Dallas, Texas. The firm regularly buys,
sells, or holds securities that are the subject of Mr. Lewis’
columns, or options with respect to those securities, and regularly
holds positions in such securities or options as of the date those
columns are published. The views and opinions expressed in Mr. Lewis'
columns are not intended to constitute a description of the securities
bought, sold, or held by the firm in its capacity as an advisor.
The views and opinions expressed in Mr. Lewis' columns are also
not an indication of any intention to buy, sell, or hold any security
on behalf of the advisor’s clients, and investment decisions
made on behalf of clients may change at any time and for any reason.
Mr. Lewis' columns are not intended to constitute investment advice
or a recommendation to buy, sell, or hold any security.
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