Yesterday we took some profits on $MMM & $LMT, selling 1/3 of those positions. Respectively these are held in our Deep Value and Global Macro Portfolios.
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Sorry $TSLA mafia Lucid Air is the Cadillac of EVs! And $LCID has tremendous upside and the financial backing of Saudi Arabian Sovereign Wealth Fund and others. Do not take this as critique of Tesla. Live Long & Prosper!
Dr. Spock
Final Note. Our essentially $USD short positions in $GLD, $SLV, $CFE, $FXF, $FXE, $FXB, $FXY& $IBIT close weak with trends intact and strengthening. Despite some recovery in US Dollar Index against weakness in emerging market currencies. To be expected with stock sell off. Spock.
Hey Folks, even with rebound in the Indices $DJIA/ $NASD spread closes strong and all indicators suggest this trend continues. Have a good weekend my friends.
Live Long & Prosper! Dr. Spock.
Selling Puts to accumulate share in $LCID as a long-term holding. Accumulating under $5. Although short term indications are negative. Expect Big Tech sell off to bring down the entire sector. However, Lucid remains our top pure EV pick long-term. Dr. Spock @scivest
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A whitepaper on UNEXT through which Nokia Bell Labs seek to provide seamless and reliable networking across diverse and complex ecosystems.
Via autonomus systems to the extreme edge.
AI enabled omnipresent system (NW of NWs) too complex & dynamic to be orchestrated by humans. https://t.co/m6k4mLMosC
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