When you say you are waiting in cash, you mean something large like 90%+ cash or do you mean higher allocation than usual? Just trying to undertand how your position changed since the last breakdown of the portfolio you shared. Thanks! I guess al go have some NACHOs...
I am beginning to believe that "No war moves with markets opened" is more than just etiquette, it’s the Golden Rule of GAG! So, we should only take "gloves are off" claims seriously when one side (including Iran) makes a real move with markets open
Attacking a Muslim country on Easter …
Gm Shrub, good note.
You forgot to mention the new safe haven Eutelsat :)
When you say you are waiting in cash, you mean something large like 90%+ cash or do you mean higher allocation than usual? Just trying to undertand how your position changed since the last breakdown of the portfolio you shared. Thanks! I guess al go have some NACHOs...
GM… 🌽
GM bruv. Great post. Market will realize that Trump becomes a paper tiger when market bleeds. Iran is making look Trump a fool.
Gm
GM Shrub! Solid analysis as always.
Good note. And v funny. New acronym: HISS Hormuz Is Still Shut
HERS-Hormuz Empty Really Sucks
I am beginning to believe that "No war moves with markets opened" is more than just etiquette, it’s the Golden Rule of GAG! So, we should only take "gloves are off" claims seriously when one side (including Iran) makes a real move with markets open