Decent alpha day. I'll take it. 13 new longs added yesterday and today all up and on avg up 2.5%. Nice way to start new positions. Still net short -18%
Just posted and sent to subs the Hedge Fund Telemetry Mid Day note. On the Trade Ideas Sheet will been adding 8% long exposure to new longs I added yesterday and two new long ideas
BofA Michael Hartnett latest flow show. Two charts stand out. Biggest monthly inflows into tech since Feb 21 and record weekly inflows into tech. Another sign of final upside wave 5 personality
.@TommyThornton joined the show this week and shared his thoughts on Tech, 'fear of missing out,' recession outlook and more!
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Congratulations Grigg St Pizza Greenwich. I will agree with Portnoy as this is outstanding pizza and in my little town. FYI I have had free beer while waiting to pick up.
I'm long $REKR an AI company focused on smart mobility. It's a longer term idea microcap with high risk but I see the US infrastructure bill as a big opportunity for states to adopt Rekor technology starting this year and more in 2024. https://t.co/gFJPGLtdX0