I handle portfolios and write concerning the world. Lengthy sign, quick noise. Macro strategist and funding advisor from Southern California. You may as well discover me on YouTube and Substack beneath my identify; my weekly publication is known as The Macro Obsession.
Analyst’s Disclosure:I/we’ve got a helpful lengthy place within the shares of CGDV, SPY, MSFT, META, LLY both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
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