Subject: Re: Time to roll those June calls
Of course you are bored with your investments. So am I. So much that I lately said goodbye to practically all of them (apart from "our" company of course), resulting in a higher % cash than any time before. But: "Nothing is permanent*". Support for that is this from another board:

investing in the likes of META, AMZN, GOOG, MSFT, even AAPL from here, beyond Tesla and Nvidia ....... likely getting a very high win rate (say 5 out of 7) with practically no risk (safer than bonds, as a group, IMO), and very solid returns

The highlighted (by me) part did strike me. I like sentiment indicators. This post for me is one, saying a lot about the state of the 'patient' (the market participants' view of the big seven). If it's representative (a big IF) then me adding 'going to the Casino' (=Buying puts on them, not yet but probably soon) as a ninth limb* to the eight-fold path might work out well.


*Apologies if the allusions in this and the previous email are too subtle and you only see a cryptic post, wondering "What did he drink?".