Positions Update

• 70%+ in cash
• Apple (AAPL) now 177.50 and I'm interested in lightening up here on the last day of the year. I would rather sell on Monday, a new tax year. I think a lot of others have the same idea though
• Oracle (ORCL) now87.60, down from 106 on 12/10. Big support here at 86. 
• GoPro (GPRO) now 10.30 and have based here for all of 2021. Holding.
• Sonos (SONO) now 29.75, down from 44 in April. Holding. Short leash.
• Aurora Cannabis (ACB), 5.44. I will average down in this dog.
• VXX, buying more in the mid-18s.
• Pine Island Acquisition Corp (PIPP). Holding. Biden will get us into conflict and his buddies will get this SPAC involved.

SPX at 4773