You may have noticed that I have stopped posting daily performance. There is a reason for this: it makes me nervous. That in itself is not a good enough reason for not doing something, but the key thing is the reason that it makes me nervous. It is because I have no control over it: my trading style should not be expected to make money every day or even every month. Judging yourself by a metric over which you have no control is a one-way ticket to anxiety.

But it occurs to me you probably want to know what trades I have on, so I will try to remember to post this.

Long 10-year Treasury
Short Platinum