Do you mean in terms of roll-ups? The only roll-ups i'm in at the moment are NVL and ZNT because I like their models and they are in their very early stages. The early stage roll-ups have their own set of risks that are different to later stage but the upside is higher (as all CTD holders will attest to) so the risk return equation is better (in my opinion).
I dont really do macro trading, indexes or cryptocurrency sorry.
Macro - I just don't believe I have any particular skill at forecasting commodities or currencies etc. I generally just use spot prices for currencies and commodities.
Indexes - I feel they work for the passive investor but buying a company because it is large doesn't make a lot of sense to me.
Cryptocurrency - While I just told you that I am no macro forecaster occasionally when I see an asset or asset class move up exponentially (like Cryptocurrencys have) I ask myself how I can profit what I see as a bubble. It just my opinion but I think thats a bubble.
Thats probably enough off topic discussion for the CTD thread.
CTD Price at posting:
$22.05 Sentiment: Sell Disclosure: Not Held
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