I was expecting a slowdown, and for the bear market to continue, but it has not:
- Covered all my shorts yesterday.
- Have gone long bitcoin, as a trade, still adding to it. It broke out 2 weeks ago. Lets see how long it continues.
- Bought 5%
position in Fairfax India (paid link). India is doing well, with a 5% real growth rate. - I had some some WMB and KMI during the downturn. Yesterday bought 3% in a Latam Gas pipeline company. Its around 1/2 the valuation of WMB, and has more growth potential. More risk though.
Still 8% cash and looking for stuff to buy.
My timing hasn't been great, I didn't buy the dip. But thats the cost of missing big bear markets.
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