"My goal isn't to predict the market, but to identify the disconnect between price and v
• Rates are staying unchanged at 4.5%
• The Fed is slowing Treasury runoff "Quantitative Tightening" to $5B (from $25B previously) per month
• Powell also stated that "the economy is strong"
Many are saying bad news is priced in, are we bullish?
• Rates are staying unchanged at 4.5%
• The Fed is slowing Treasury runoff "Quantitative Tightening" to $5B (from $25B previously) per month
• Powell also stated that "the economy is strong"
Many are saying bad news is priced in, are we bullish?
"buy everything in China"
$BABA is up 40% since then
"buy everything in China"
$BABA is up 40% since then
Why? Volatile commodity markets, especially natural gas and agriculture, are highly weather-dependent
Extreme weather = massive price swings
Why? Volatile commodity markets, especially natural gas and agriculture, are highly weather-dependent
Extreme weather = massive price swings
Top 3 Additions are All China-Related Stocks 🔥
New Positions:
~100k shares in $EL
~75k shares in $PDD
~15k shares in $HCA
Top 3 Additions are All China-Related Stocks 🔥
New Positions:
~100k shares in $EL
~75k shares in $PDD
~15k shares in $HCA