Nov. 25 at 3:11 PM
Is
$NVDA the best short on the market? I think it’s a great argument. Not sure I’d say the best, but happily have some money sitting in
$NVDQ this holiday season. Semiconductors are so stretched and historically follow super cycles, which they have defied / stretched the last couple of years. I’m expecting either a 1) very weak, 2) very short but volatile, or 3) no Santa Clause rally this year. Paper money millionaires, it’s a great time to sell and buy some physical
$SLV or
$GLD. VIX kraken still looking like it wants to test April’s rally. Also, sitting in
$UVIX as a hedge, since a storm seems to be brewing within the house of cards that is America’s stock market.
Recessions are healthy. Continually kicking the recession can down the road is what leads to Great Recessions and / or depressions. Never been more bearish in my life, but still holding all of my long investments. Won’t chase mania, however, so it’s either hedge, cash, or physical metals for me until the burst. 🫧