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Showing posts from December, 2021

December Weeks 1 and 2: REUNITED

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Business Return vs Market Return; Central Banks: Dovish Hawks, Hawkish Doves & ECB 🤩: #SUP #TPFG #BATS #SOM #GAW #GSK  💩: #BOTB #FCAP #SDI #IGP #ARC #FNX #DUKE Transactions: Sell #PHP #REAT;  Updates from:  #SPSY #SOM #DUKE  #BATS #GAW #SDI #SUP #PHP #BNZL #BMY #SRC

December Week 1: I shot the allocation, but I did not kill the 60:40

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60:40 is dead, long live the new 60:40; Risers (or reversals): #SDI #FNX #DUKE #UPGS #SPSY #TPFG #CLX Fallers: #ARC Transactions: #IHC #G4M #GAW #BOTB #BMY;  Updates from:  #DUKE  #SUPR #GSK #ARC