Linked trade ideas span 6 sources.
Bullish: Rob's largest personal holding outside of fund stakes, representing long-term bullishness on technology stocks Bearish: Mag Seven and tech stocks face headwinds from capital outflows, Fed balance sheet reduction, and rotation into cyclicals as companies exhaust cash for CapEx.
“Probably my single biggest holding that is not my fund ownership in Dragonfly is, that I'm long QQQ.”
Forward Guidance — The Next Chapter For Blockworks | Empire
Forward Guidance
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1000X
1 recent episodes
Empire
1 recent episodes
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
1 recent episodes
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