The Hedge Vision portfolio has returned 20.26% YTD
For any1 interested in the CPI tomorrow, here are my estimates:
https://open.substack.com/pub/arkominaresearch/p/may-2024-cpi-estimate?r=1r1n6n&utm_campaign=post&utm_medium=web
Nice update, very envious of that CRWD position. The one that got away for me. I share similar thoughts on LULU too, I think Q1 earnings have dampened any immediate concerns for me.
Well done!
thanks, cheers!
For any1 interested in the CPI tomorrow, here are my estimates:
https://open.substack.com/pub/arkominaresearch/p/may-2024-cpi-estimate?r=1r1n6n&utm_campaign=post&utm_medium=web
Nice update, very envious of that CRWD position. The one that got away for me. I share similar thoughts on LULU too, I think Q1 earnings have dampened any immediate concerns for me.
Well done!
thanks, cheers!