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Archive of entries posted on 12th May 2021

Sell in May and go away. Oops, too late.

Ed is fixing up his home office and not paying any attention to his crumbling portfolio. Hedgies (hedge fund managers) are searching for The Magic Bullet in this awfulness. They’re buying steel and aluminum companies — like CLF (Cleveland-Cliffs) and AA (Alcoa). To fund their meshugas, they are selling all my core tech holdings — […]