@asklivermore Do you have any idea of the EUW market ? Thats the same thing than the US market ? Waiting june 15th ?
I’M juste looking the my portfolio loose € because I have 20% in liquid
@asklivermore Which defensives do you see good entries today?
I’ve actually sold some of mine that were >3% up on Friday as I felt they were getting panic bought.
@asklivermore 15% hedges and 15% cash says you're set to buy a lower low, not chase this rip. Seasonality chart agrees. You deploying any here or keeping all the dry powder for lower?