Posting here to retrospect. Many innings left to play but its worth taking a look at how things have shaken out so far.
Advice that looked good: buy semis (TSMC, NVDA, ASML, TSMC vol in particular)
Advice that looked okay: buy bigtech
Advice that looked less good: short long bonds
Advice that looked good: buy semis (TSMC, NVDA, ASML, TSMC vol in particular) Advice that looked okay: buy bigtechAdvice that looked less good: short long bonds
None of the above was advice, remember! It was...entertainment or something?
It was “advice” just not… “investment advice”? I do admit I do not understand the proper incantations and maybe should study them more.
Really appreciate this follow up!
Posting here to retrospect. Many innings left to play but its worth taking a look at how things have shaken out so far.
Advice that looked good: buy semis (TSMC, NVDA, ASML, TSMC vol in particular)
Advice that looked okay: buy bigtech
Advice that looked less good: short long bonds
None of the above was advice, remember! It was...entertainment or something?
It was “advice” just not… “investment advice”? I do admit I do not understand the proper incantations and maybe should study them more.
Really appreciate this follow up!