Sorry "Jack" and yesterday morning, added back to shorts:
Sep 03, 2020 | 09:46 AM EDT DOUG KASS
Adding to Net Short Exposure
I have moved back up from medium sized to large sized in my (SPY) and (QQQ) shorts (that was quick!).
As mentioned earlier, I added to my Apple (AAPL)
Sep 03, 2020 | 09:46 AM EDT DOUG KASS
Adding to Net Short Exposure
I have moved back up from medium sized to large sized in my (SPY) and (QQQ) shorts (that was quick!).
As mentioned earlier, I added to my Apple (AAPL)
and Tesla (TSLA) shorts this morning (I previously added to Tesla in the last two days).
Flexibility, thank you Stan Druckenmiller.
I am, however, maintaining my medium sized (SDS) long -- and I don't plan to raise the size.
With my bank adds, I am maintaining the
Flexibility, thank you Stan Druckenmiller.
I am, however, maintaining my medium sized (SDS) long -- and I don't plan to raise the size.
With my bank adds, I am maintaining the
(thus far quite premature) view that a pivot to value from growth may occur.
If I am correct in view, there is a lot of downside to large-cap tech.
Position: Long SDS, TSLA puts. Short SPY large, QQQ large, AAPL, TSLA
Blocked and reported, again. @threadreaderapp unroll
If I am correct in view, there is a lot of downside to large-cap tech.
Position: Long SDS, TSLA puts. Short SPY large, QQQ large, AAPL, TSLA
Blocked and reported, again. @threadreaderapp unroll
