Subject: Re: S&P vs. Rodriguez-Chart
Just a follow-up: True to my thoughts mentioned here on Tuesday I sold not only a full 50% of all stocks I have other than Berkshire (things like Meta and Googke, but also completely different ones like Verizon and Berkley), but even some Berkshire (shedding a tear as it was like saying goodbye to an old friend). A day of huge selling for me, really moving the needle of investments versus cash (Ha! What to do with now with the latter?).

I am writing this here to "keep myself honest": If the market continues to rise and rise I won't be able to ignore or suppress what I did, will have to acknowledge to myself that my feel for market sentiment, my opinion re valuations, and my timing is shitty.

On the note of market sentiment: Did anybody notice that the S&P moving averages are either crossed downwards or close to being so? Just wondering that nobody mentions this (I do here because it's probably not even a topic for the mechanical investing board. They are posting about much more sophisticated stuff and screens than those trivialities).