diversified portfolio

Buttered Bullets

Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come. It was trading as AOBC on entry but changed it’s name back to Smith & Wesson as we outlined in the original article. Our original piece: https://lnkd.in/erzs2xc We pay attention to what

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The U.S. Debt

Tick tock goes the U.S. debt clock. Here’s 25,613,445,552,880 reasons to be fearful of further volatility in the markets: For a few more, go here: https://usdebtclock.org At some stage, this number will become very important and when it does, it will become important to everyone. We are long volatility/fear in the markets as complacency has set

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Money

Portfolio Update

Portfolio Update: 11 October  2018 -Present +30.65% Vs SPY-S&P 500 Index +4% in same time frame. Investment Themes: Short S&P 500, Long Volatility, Meat Shortage, Gold Miners, Coffee Addiction, Investment Grade Corporate Bonds, Water, Gold, Silver, 1-3 Year U.S. Treasuries, Codiv 19 Vaccine, Phone your Doc, Long U.S. Dollar.

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