Theory of the portfolio setup on rotation out of the blow off/bull run would be a very compelling post - I think the gap for retail is sophistication vs. pragmatism. Where to go vs. where we are ahead of the curve. I've watched all of the swissblock videos and sub to both the portfolio and main substack, your macro view is very interesting and has been helpful in clarifying the current market themes. However, the confusion comes from assessing where safety/opportunity exists in the fallout.
Thanks, Henrik. Will you be sending alerts if any critical events occur between the weekly updates?
Theory of the portfolio setup on rotation out of the blow off/bull run would be a very compelling post - I think the gap for retail is sophistication vs. pragmatism. Where to go vs. where we are ahead of the curve. I've watched all of the swissblock videos and sub to both the portfolio and main substack, your macro view is very interesting and has been helpful in clarifying the current market themes. However, the confusion comes from assessing where safety/opportunity exists in the fallout.
Henrik,
- Do you sell a big chuck before W4?
- Or holding untill blow off top?
- Or selling at your targets mentioned in your portofolio?
Thanks!