- Sorry for the late note today. I’ve been on a lot of calls today
- Trump calls this “Tremendous Optimism” I agree
- The market likes the Gilead drug news although it’s not a silver bullet
- FOMO is back
- Adding a new short idea
- Still have very few Trade Ideas on the sheets – a few stinkers I’m giving a few days
- Take off half the Bitcoin long if you followed along
- Tesla reports tonight and expecting an 11% implied move – don’t trade this if you don’t like risk
Tremendous Optimism
