Last week I got out off FB and TSL... What a timing on TSL btw... This tariff thing killed it, if goes back to 10s, I probably would consider buying again... Currently I have C and JPM, JDSU, and I see what you are saying that is why other than a small position of EBAY, started to buy USLV, NUGT and a gold miner that I've picked GG
Yes. I think you did the right things by letting go those risk asset hodlings. I can't say more than I already said. Just remember that, when you walk and see a sign saying "The floor is wet, watch your steps". You know what to do.
Last Q, US gdp -1%, and the stock keeps moving higher. How bad is it? Noone can tell. Look at -1% and record out-flow-money, those scared me. We were at 4.1%, now -1%. That was 5.1% hair cut in 2Qs. Read and research, that is the best tools.