Waller sounding dovish gave us a nice boost, but I am pretty skeptical about holding long positions over the coming labor day weekend.
Whenever we have active geopolitical risks like the us/Iran situation, carrying positions over a long weekend feels like sitting duck. Headline risk is just too high with market closed on monday. If news drops saturday, we're trapped waiting for sunday futures or tuesday open while the rest of the world reacts.
I considering trimming a bit of my tech gains today just to raise some cash and lower delta. Are you guys holding full positions through the long weekend or derisking before close today?