Summary
July 9 PDF confirms zero active positions in the Mex Pete Model Portfolio for the fifth consecutive snapshot (June 30 → July 2 → July 6 → July 8 → July 9) — the longest zero-position period in the portfolio’s documented history, now spanning 9 days. PLTR (Palantir) remains the sole live trade across the entire PSE watchlist system, listed as a Short Watchlist execution with entry 135.00, current price $132.22.
Key Claims
- Portfolio holds zero active positions for the fifth consecutive snapshot — actionable setups remain thin as the cycle approaches its peak. — confidence: high
- PLTR (Palantir) short position current at 107.27, stop 1.05/unit from entry, modestly improved from the July 8 print of $134.37. — confidence: high
Predictions / Forecasts
- None new in this snapshot.
Concepts Referenced
Notable Quotes
None — snapshot PDF with no commentary.