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ATH today and hating it. I finally went about 60% cash last week. I must sadly add myself to the doomsdayer list. We are headed into fall with covid spiking, the S&P about 1.8 standard deviations above fair value, Buffet Indicator about 2.9 standard deviations above fair value, September, Shiller PE ratio second highest in history and, possibly most importantly, the fed saying they are going to start tapering QE. Hard to say if this will be a smart move or if I will now just be one of those jerks making comments about the overpriced market while missing out on gains for the next X years. I sure hope this Buffet fellow hasn't completely lost his touch. On a daily basis, missing gains feels as bad as losing money.

That said, I am watching GLBE and trying to get the energy to research SKLZ, which i think is now down 70%-ish. With no research put in, it seems like it fell out of favor with little material change to the business and with some promising stuff on the horizon. Maybe Unity as well. Research needed. Seems like phone games have replaced small talk for the foreseeable future.

The end is near (I hope (kind of)),
The Anamalous
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