@AndreasSteno Kudos man! Been listening... Do you think the semi conductor trades is now too crowded? If we were to see a resolution of the Strait, would that be a good time to rotate to faster horses? I imagine the reopening would be a bullish signals for other markets..
Biden’s out, Kamala is in. Don’t be fooled: policies won’t change. Just like Biden wasn’t the one calling the shots, Kamala Harris won’t be either. She is the new figurehead for the deep state and the maidservant of Hillary Clinton, queen of the cabal of warmongers. They will continue their efforts to engulf the world in war and taking away our liberty.
@EnergyCrisisDoc Excellent docuseries.
The IEA claims that 30% of the energy generation in 2021. How do you reconcile this number with the 2-5% of renewable sources mentioned in the docuseries about the global energy mix?
@CryptoCapo_ Can you elaborate on prices being inflated. Despite Binance trying to retain customers by neglecting CFTC regulations, those customers would likely find other on-ramp options, wouldn't they?
@42MacroAware morning skipper! Energy stocks are the new bonds! I was listenning to Warren Pies on The Macro Sunday podcast and he made very compelling arguments as to why Energy is a good hedge, and has been in the last 3-4y. What are you thoughts on that?
@42MacroAware, from the modal outcome of a recession in the next 3 /6 months, would that imply a new bottom (lower than Q4 2022) in your opinion? Or do you think that has been priced in?
Could you share the performance of 42 portfolio for the last 2.5 years?