Oct. 6 at 2:36 PM
Averaged down this morning on
$SOXS after averaging down the last couple weeks in
$NVDQ and
$UVIX
$VIX kraken should be waking soon. Systemic hypocrisy / fuckery is at an all time high. Stay clear of
$SPY at these levels unless you are interested in a lost decade of investment.
… considering how much I’ve had my ass kicked on my hedges last couple months — which is to be expected when you average down on these instruments prior to reversal — my portfolio has been climbing consistently due to my China exposure which is kicking ass and taking names. Never selling these stocks I own, namely Alibaba, Baidu, JD, Tencent, Jinko Solar, Nio, and many others.
(China bull right now, American bear; anyone saying you are anti American to be bearish on US equity is completely full of shit and just wants to control how you invest so they can have you hold their bags right before inflationary and deflationary pressures reverse)