Thursday, January 25, 2024

Position update

 Can’t write much now:

  - Shorts have gotten killed in the last 2 month rally, have covered XLRE, XLI, XLE at  loss

  - Sold Bitcoin and Eth a few days ago for a nice profit on Hedgeye’s signals. I have faith in Bitcoin, but not enough to hold a wildly volatile asset which produces no cash flows and can drop 70% peak-to-trough.  There are things I can hold through the cycle, this is not one of them.

  - Uranium doing nicely, keep holding.

1 comment:

  1. Hi bro. I'm a partnership manager of moomoo, Meyo. Good to get in touch. Wondering if you will be interested to be one of our partners? Kindly email me if interested:) (meyolin@moomoo.com).

    Thx!

    ReplyDelete