Commodities Rocked (I am long commodities with a little put protection)
Market goes down (I am short the market)
Treasuries get bought (I am short treasuries)
I outperform the market
But lose money on an absolute basis due to my commodities exposure.
About to sell 1/2 of everything I own to get a fresh start as I feel myself getting frustrated and that's when I am bound to make mistakes (even though I have been very selective in my trading lately).
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56 minutes ago
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