I’m taking three days of cold turkey and will decide on Friday whether I want to do anything. I know my holdings are as conservative as I am prepared for them to be barring a total flight to cash or cash-like, and I find it difficult to believe at this stage that this is what Omicron means (my portfolio was already setup on the assumption that we were approaching a contraction before Omicron though). If I were to be convinced that Omicron is likely to represent a total reset of the pandemic then maybe I would go further but it’s not a decision I’m going to emotionally rush.
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