5/5 1:20

I exited half of the TLT this morning, bringing bonds down to 10% capital.  Here is why:

I probably should have reduced to 0%, but I want a runaway stock decline exposure into 5/10.

Crude oil and silver are collapsing.  Exited short silver this morning.  Crude shows down to $77 at least.
The markets are predicting global economic slowdown.  Crude peaked recently at $87 and the talking heads were talking $100 oil.  Even though my crude forward sentiment gauge is increasing from here, the markets will be dragging oil down.  So declining I1 periods will also correspond with declining crude.