I handle portfolios and write in regards to the world. Lengthy sign, brief noise. Macro strategist and funding advisor from Southern California. You may also discover me on YouTube and Substack below my identify; my weekly e-newsletter is named The Macro Obsession.
Analyst’s Disclosure:I/we’ve got a helpful lengthy place within the shares of CGDV, SPY, MSFT, META, LLY both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
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