Ol’ KC survived the week. Might find me in the woods, digging roots and collecting leaves and snatching neighbors’ chickens by Thursday.
I’ll not be selling options this week. Currently 21% cash plus 2% treasuries. Don’t know about SVB, but mine going for $97.01 with a total gain of 1.16%. 
I did buy dips on Friday.
NCNO $22.24
OLED 135.91
DOCS 28.95
SPG 112.23
BILL 69.40
AFRM 10.25
VERI 5.51
UPST 15.10
Don’t know where the double space is coming from…
I intend to just spectate this week. This could go either way. Seems the Fed has to take a break and watch data come in. I would guess inflation control needs to go on back burner. Just watch job data and chill, let some results come in. Quarterly results ought to suffer and guidance be even more dampened. Which wins, micro or macro?
Schedule for being full invested was March 30. Now, not in any hurry. I have at least enough in now for when the next bull comes to town. Kinda seems like it is running a little late and I won’t miss much with that last 20% cash by staying out for a couple of quarters. Might just rearrange some deck chairs for awhile.
KC