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Archive of entries posted on 21st April 2021

Which hot stocks worked? Which didn’t? Lessons. What the heck is a variance swap. Do we want one?

This chart shows the performance of several of our stocks over the last two years. Eye how dramatically different the performance is. Top is ENPH. Second top is TSLA. And that’s despite their recent pullbacks. Who could have figured? The lessons I can pull from this: It’s hard. Diversification pays. Hot stocks work. The good […]