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Markets got hit after J Diggity Powell spoke about the Fed not being in a rush to cut until it’s clearer that inflation is indeed getting closer to 2%. That’s no surprise to our dear subscribers as that has been one of my predictions for this year. We’
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First off, we are moving on from BYD Company (BYDDY). This is simply more portfolio cleanup like we mentioned last week. We are still holding onto our Tencent (TCEHY) and iShares China Large-Cap ETF (FXI) call options and even bought a little more TCEHY on its recent weakness.
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Intel’s stock has sold off in the last few days despite reporting top- and bottom-line beats for the fourth quarter because the company lowered its guidance for the first quarter of 2024.
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These trades are simply a factor of portfolio management. We have limited capital (and limited brain capacity too of course!) and we must place our capital (and brain cycles) in the investments that: 1) have the best long-term risk/reward setup; 2) and that we have the most conviction in.
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A. SPDR S&P 500 ETF Trust (SPY), Invesco QQQ Trust Series 1 (QQQ), and iShares Bitcoin Trust | (IBIT). IBIT would probably top the list of ETFs I’d consider.
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As Walt Disney once said: “I never called my work an ‘art’. It’s part of show business, the business of building entertainment.”
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A. I think his comments about that are being misconstrued and blown all out of proportion. Basically, he’s saying that if/when the SEC finally settles their persecution, er prosecution, of Elon/Tesla, he’ll look to create a super-voting class of shares mostly for himself and I’m fine with that.
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The best time to invest in a new market or asset class is typically when that market or asset class is universally hated like it is right now with China.
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We thought we’d put together a post explaining the problems of owning bitcoin directly and the differences between BITO, GBTC and the newly approved spot ETFs like IBIT.
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We also started trading out BITO for the new IBIT ETF from iShares/Blackrock. Not rushing in here.
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Here’s the transcript from today’s Live Q&A Chat. I’m still looking for some FAQs about how to trade stock options, so if you’ve ever had any questions about stock options but were afraid to ask it or didn’t know who to ask, please
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Cody here. Since I launched the hedge fund five years ago, we’ve been using options a lot more than I had been in the years when I was only trading/investing my own capital in my personal account. Consequently, I’ve received a lot of questions about how options