took half profits on SU long position
I really really really do not like how this market is running. I suspect there is now a risk that a real correction is coming from a perfect storm of shock inflation combo from the stimulus/oil tightness now added to by moves by OPEC/return to activity from COVID/Fed slow to act.
In an electronic age as we have now we do not know how fast this can come on. SU acting like absolutely shit garbage on a day oil surprises to 65 is a bad fucking sign and I am not giving back this first quarter.
Cash now in excess of 90%