Going to put it out here once more: all of us Very Online people that called covid correctly have ever since been getting high on our own supply.
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we cashed out puts around 75% of peak and i rebought when the april peak was still accelerating and the puts were 25% of peak. my mistake! though it seemed a surer bet than it was, i also violated my own kelly criterion to use reserve cash to fund some projects vs the pandemic
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