Market Update

Just writing a quick post as anticipated in the week end update, we have exited all our positions except CRWD and ARM, which are showing signs of strength despite market weakness.

No change in the big picture, we remain bullish mid-term. However, we need to respond to the data as it unfolds and short-term indicators are pointing bearish and capital preservation is our #1 rule.

Till we get a clear breakout or a big positive news catalyst, it's best to go easy on risk-taking.