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Also: not sure what the numbers would be, but if we do rally hard enough and long enough, I will likely short the indexes, and maybe even some of the stocks I think are overpriced.

My inexperience with shorts probably cost me a ton of money since December. I wouldn't have gone all-in short on the market, but I could see a 20% allocation with the rest in cash, and that would have been self-reinforcing to stick with not deploying too much too early in long stocks. Or at the very least, it could have offset my mistakes with UPST and GLBE and others. Have to check, but believe it was April that killed my YTD returns so far, as I had finished March even.

Woulda coulda shoulda.

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