I’m known for my clever post titles, but I’ll be the first one to say this one is particularly clever. Well done, Mr. Knight!
Anyway.
After an amazing day today (best of the year), I was nervously awaiting the reports from AMD and CMG, both of which I am short. Well, one must never do a victory lap immediately after a report, but – – so far, so good.
The AMD is especially important, since my biggest short is SMH (the semiconductor sector), and I’m wanting semi to die in general in any case. Let’s hope this sticks!
