Finally admit defeat and liquidate micro-cap stocks.

January +7%, base metals really are delivering.
Silver arbitrage is heating up; silver-tin is rushing to escape the peak.
February +2.8%, micro-cap rotation is smelling sweet.
Zijin is turning back—caught without realizing, panicking is hard to avoid.
March -7.25%, with heavy forces in micro-caps.
When everything gets swept up with mud and sand, I still want the scent of a bull market.
April -2.41%, I cleared out micro-caps.
Because I fear it’ll turn into a prolonged war, I’m lightly positioned and staying on the sidelines.

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