Like the Psychopath-in-Chief said, I’m getting tired of winning………here are a dozen of my favorite short positions right now:
The Dirtiest Dozen
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
This is What I Voted For
Portfolio Two Review
Below is a detailed examination of the short positions I have in this portfolio. It is visible to ALL paying members. If you would like instant access, sign up for any membership here. You’ll get access to more content and tools, and you’ll have many warm feelings about supporting Tim’s hard work.
Portfolio One Review
Below is a detailed examination of the short positions I have in this portfolio. It is visible to ALL paying members. If you would like instant access, sign up for any membership here. You’ll get access to more content and tools, and you’ll have many warm feelings about supporting Tim’s hard work.
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Beware Hyperscalers
I have no ax to grind. On the contrary, if AI thrives, the Knight family is going to be spectacularly successful. So, if anything, my hope/wish is that AI does just dandy, thanks so much. As a chartist, though, I’ve got to tell ya – – any company these days having anything to do with hyperscaling looks to be in terrible trouble. I’m short most of these.
