🧵 1/2 The markets have had a pretty big sell off. Low trading volume today. The first quarter blackout window is starting to dissipate. Some companies are announcing earnings. A couple of Delta Airlines directors have bought shares, and that looked like it worked out, at least in the short term.

But, overall, there hasn't been much other activity, so we're watching that closely. And, per usual, we'll report it as we see it every week in our blog (podcast coming soon!). We're holding our