And it’s been mad bullish since Q4. Last year we had bearish projections for ACWX down to support, which did not hold, down to the gap fill (which did) and down to support at 39, which did not register. ACWX is my blunt global (ex-US) long position among more focused longs across the globe. But what it needs to get going vs. the USS Good … Continue reading It’s a Mad, Mad, Mad, Mad World
Eons ago I read a quote from Warren Buffett talking about how he did not invest in tech because he did not understand it and he does not invest in things he does not understand. Well, I don’t invest in things I don’t understand either, but I do trade them and thus I’ve taken another 1/3 off the table for 40%+ gain on NFTRH+ idea … Continue reading Profit Taken on Another 1/3 of GBTC Position (NFTRH+, Public Post)
The following is the Currencies segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 546. The fate of the US dollar will of course play into a global macro trade per Friday’s post. Currencies A reminder that we are not using the standard gold bug method of evaluating the USD (perma “death to the dollar!!”). We are using fundamentals in evaluating its … Continue reading NFTRH 546 Excerpt on a Key US Dollar Fundamental
