The only real trade here is to be long as shorting here is going against the trend. Difficult as it may be to buy after the market has defied all logic that is what needs to be done. However do it sensibly by scaling into positions and do not outright chase stocks that are overbought.
Today I bought HUN, SFD, and DFS while selling DE and trimming CAR & ICO. It’s important to find a balance between taking profits and adding new positions so one doesn’t get too over-weighted in stocks should the market pull a 180.
