Originally written 2022-05-07 I view a rebound in speculative tech as likely, and possibly huge in some names, but something to sell, esp. if one has been improperly positioned, and that we are ~halfway through a 2000-2002 period again in…...
It’s been a full two years and two months since my last entry and it’s good to be back. As we thrown on our #45 jersey and get back in the saddle let’s ease into things with a simple update…...
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