Investors are Gun Shy..

Recent market action is quite interesting, the way forward for the economy and the markets is about tackling climate change in a way that boosts efficiency, more output from a given amount of energy. That will take technology and that is what everyone is running away from at the moment. No doubt that is because they have been overly invested in consumer tech, stuff like facebook and twitter.

I hope everyone has a happy thanksgiving.

Late Update at 2:30 PM CDT

Model is moving some money around, lightening up on overweighted Biotech, staying overweight in EV, adding to underweight speculative SPXL ETF.

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