3309 Drysdale Ct
Edwardsville, IL 62025
Been one heckuva run! Cashing out both retirement and NQ to 75%
cash and just holding my last three funds: Blackrock Science &
technology; Franklin Dynatech; and MFS Global Growth. If I leave
$$$ on the table so be it. Too many gremlins in the breadth
numbers, strange V-bounce this week, low volume even on 90% up
days, and officially do not trust the Fed to have it under control.
This is my SWAN strategy so I can enjoy my vacation month and be
thankful for a bountiful year! GTC's to sell AMD if we hit $95
again and sold all my FANGs this morning. Thanks, Steve and Matt --
for a very educational year! I've learned more from you at 63 than
I did in the past twenty years in the biz! God bless you
Fantastic work! Enjoy your vacation!
Thanks and way to formulate and execute a plan
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