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It's cool to be boring - why it's time to trade less & read more
but if you have to trade, got a good one for you.
Jul 12, 2021
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It's cool to be boring - why it's time to trade less & read more
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May 2021
Apology + SPY + ETH
First of all, I sincerely apologize for not updating for almost 3 months especially given how volatile the market has been. Lots have happened. No…
May 31, 2021
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Apology + SPY + ETH
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February 2021
Keep TLT short + Tech RV trade
let inflation be your friend
Feb 27, 2021
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Keep TLT short + Tech RV trade
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Portfolio update & stock comments 10-Feb-21
watch that inflation closely
Feb 10, 2021
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Portfolio update & stock comments 10-Feb-21
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Shopify - an expensive operating system
In our last week’s update, we sold our position in $SHOP to fund some of the other names. In this newsletter let’s dive into the details on why we like…
Feb 7, 2021
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Shopify - an expensive operating system
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January 2021
$GME, FED and portfolio update
observe the fight, follow the FED; portfolio +25% in Jan-2021;
Jan 31, 2021
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$GME, FED and portfolio update
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quick update
we moved our model portfolio update to deepyield.io
Jan 24, 2021
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quick update
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Tencent is the new Berkshire Hathaway
A closer look at the tencent’s investment book
Jan 20, 2021
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Tencent is the new Berkshire Hathaway
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2020 Week2 model portfolio update
We added Tencent and $FUTU, trimming $BABA and $SE
Jan 15, 2021
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2020 Week2 model portfolio update
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More than Chinese Robinhood
why $FUTU is a 10x bagger after a 500% return in 2020
Jan 15, 2021
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More than Chinese Robinhood
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2020 week1 model portfolio update
Overall performance: 2021 starts with an exceptionally strong week, especially for some of momentum names. Our model portfolio benefited from its long…
Jan 9, 2021
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2020 week1 model portfolio update
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Having a nuanced view on Tesla
trade idea for both $TSLA haves and have-nots
Jan 8, 2021
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Having a nuanced view on Tesla
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