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February 1, 2023

I Just Don’t Know…

Long-time readers of this site know that I prefer an investing style that is both highly-concentrated and hyper-aggressive. My only goal is to maximize returns over rolling three-year periods. As a result, I’m completely agnostic about volatility, usually running my book well over 100% net-long, while rarely hedging. At the same time, I’m not a masochist. I have come to learn that there are Read More
Categories: Comments On Events
Positions Mentioned: Uranium, Oil