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Getting Net Short

After being market neutral since 9100 on the Dow (longs offset by shorts), we are now peeling off our long exposure even more in order to make our client book net short stocks and long the bond market.

I wrote in Aug that it was time to be a cautious investor.

Now is the time to be a bit more aggressive by getting short the indices.

Disclosure: Clients are long PSQ and SH and which offset many longs