New Buys: TLT Took Profits: GLD, DBA Closed Positions: MJ, URA, DBC, IBM, FXI, TLRY, GLD, DBA Stop Changes: WEAT, USO New Targets: N/A Ideas I’m Watching: MAS, BOAT, MP, Maybe GLD Earnings: Notes: We had a massive liquidation including some with profits. Overall, today was the day to get this defensive. The small TLT position can help mitigate as a move to safety. Meanwhile, now we have a good opportunity to reset our mindset
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