The market is crazy. One minute it is worried about Europe. The next, bargain hunters show up. Then, uh oh, North Korea. Then Europe. Then bargains again.
Now, we keep seeing better economic data. Best private sector job growth in three years.
Hello, lagging indicator. Where have you been?!
So, I remain 100% long. It is dizzying.
***
Still sick but came to work. Today is my first day in my new job. "Workin' for the ma'am." is what I'm saying.
After a few morning meetings, she is telling me to go home and sleep.
Yes'm.