Thanks Caleb. New subscriber here - do you ever get into assertive hedging strategies to protect against downturns, or do you just do that via straight portfolio management (i.e. profit taking / risk lightening)? cheers!
I'm very bullish about the economy. Foreign investments are pouring in. And if companies want to avoid Tariffs - domestic and foreign companies - they are going to have to manufacture their products here. That's great for the American worker. And what's great for the American worker is great for the American economy.
Great video. Thanks for sharing!
Thank you Adam!
Thanks Caleb. New subscriber here - do you ever get into assertive hedging strategies to protect against downturns, or do you just do that via straight portfolio management (i.e. profit taking / risk lightening)? cheers!
Thanks Tony! I'm actually writing about that topic right now for premium members. Please DM me on X and I'll make sure you get on the team.
Amazing alpha! Thanks bro
Good analysis - nice work on clearly communicating very real, possibly imminent pitfalls ahead for investors
on the 5 year anniversary of the corona top nonetheless
Excellent stuff. You use good data to back up your concerns and ideas
This vid was lights out. Super strong
Brilliant
I enjoyed bro! makes a lot of sense. lets see what the Data and markets tell us
Highly informative video. Thank you Caleb!
I'm very bullish about the economy. Foreign investments are pouring in. And if companies want to avoid Tariffs - domestic and foreign companies - they are going to have to manufacture their products here. That's great for the American worker. And what's great for the American worker is great for the American economy.
Great analysis Caleb!
Excellent breakdown! The intellectual honesty regarding changing market dynamics is exactly why I have subscribed the past 2+ years. Great work