There are a number of industrials I wish to at least have a decent sized position in but I just can't allow wishful thinking to allow more than a tiny position today. CAT, Honeywell, Parker Hannifan, Deere. Wonderful companies long-term but the market is pretending like those industries will be in good shape in a couple months. It's just not going to happen. I was amazed MMM had a decent quarter but I guess the CV19 showed up late in Q1.
CBRL is going momo again two days after I closed my short. Traders just own it. Let them run it up stupid again. I'm ready
CBRL is going momo again two days after I closed my short. Traders just own it. Let them run it up stupid again. I'm ready
