This Monday starts off quietly. No noticeable rants from nincompoop, the G20 meeting ended without noticeable fireworks, war hasn’t started in Venezuela yet and the Chinese haven’t invaded Taiwan yet.
So without much to go on, I’m going to close my puts on PLTR, keep them on MSFT and NVDA for a bit. Still too early for me to dive back into US equities, I lightened up on Europe last week, left Asia alone. Mostly bonds and cash now. I’m sure there will be some new crisis soon.