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Happy Monday frens...
An amazing weekend in the markets..
Still taking some profits off the table, especially on lower quality alts I don't have strong conviction in
Still think we have a lot of upside on the majors, but in general, I still stick to the plan of selling on large pumps and buying in dumps.
One of my favorite quotes "No one ever got poor taking profits"
Another post upcoming on a few other things we've been buying and thoughts..