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
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
Really appreciate this follow up!