Apr. 14 at 1:40 AM
General game plan going into tmrw: assuming overnight green holdsI am likely going to scale out my dip adds of tech like nvda.
Go 15% of CoH into
$GLD .
After reading up on most other falls, there is almost always a bull trap bounce for a few days/weeks before going down again, so just gonna take the bounce green and look for rentry. If that gets a double bottom, I’ll play the bounce but Deff will not be greedy riding the green O/N and will have trailing SL intraday JIC.
The more I’m reading, the more I’m looking at developing a real estate short portfolio Currently looking to short
$VNO - owns a ton of commercial real estate in high CoL financial districts, both for supporting business of staff and finance sector itself. Likely to take a continued beating.
Also
$BXP which has very high exposure to San Fran real estate and is being hit hard by vacancies.
Also looking at sunbelt corp landlords. Snow bird Canadian decline is hurting Florida bad.
Continuing
$ABNB short too
