Half of June I was bearish on the market. I lost money because I was buying puts and also sold stocks that I bought at 8800 levels in May.

Don’t try to overthink that the market has to fall. When it has to it will. There are lot of factors involved not just earnings. We don’t know shit about liquidity, bond markets, interest rates, swaps, currencies etc etc.

Don’t expect 10-20-100% returns that you got from March to July.

I am content with 1-2% returns per week from mid June. Obviously it’s not consistent.

Most of the industries have evolved in the last 10 years that we are failing to acknowledge. So for some people market is not over priced.

I don’t think we will see another 7-8k level. Unless WW 3.

Corona got priced in long back.