Voices Carry

I try so hard not to get upset
Because I know all the trouble I'll get
--Til Tuesday

For a couple of days now, that little voice has been whispering that it's time to start raising cash. Seems absolutely wrong in full view of strong stock markets and inflation spectre. On the other hand, that may be the perfect time (less crowded).

Besides, that voice has served me in good stead in the past. Will be working to get those cash balances higher over the next month.

position in SPX