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4min chapter
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
You're Short, but You R Short Convexity?
i've beenshorting a lot of individual stocks, and i'll say, the the jeuce there, i think it might be, it's been very good, obviously, but it might be close to being over. And like some of the stocks that have gone down the most, like 90 %, they now have more cash on their balance sheet than the equity mark ation. So definitely, you know, maybe its time to like d gros. Cdgros the book. Maybe a wise idea to cover your short if you'r short like that, could rally a hundred% A. You're up up until the pass week, europe was out performing. But
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