CNBC Fast July 3, 2024
Sold the qs which i find interesting. And last week you said that you are longer now than i you can remember so why did you trim alphabet i add significantly to alphabet in the 130s when all the genesis and noise came out and i thought it was a Short Term Impact and there was no there there. So i took the opportunity to really super ssize the position and now cutting it back to normal size. It is still one of high larger positions. But i dont think that it was prudent. So really risk manager and in terms of the qs, im short the qs as a heenlg because i have no idea what the Inflation Numbers w...
Source: archive.org
