I've barely put any of my dry powder to work - 12% or so - and it may have been too much. On the plus side: plenty of chips left on the table. :)
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What’s the idea behind tracker positions? Couldn’t you track without having a position?
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Probably but doesn’t work with my psychology. Rational is only rational if you yourself are rational. Otherwise, rational is doing the rituals that work for you.
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Some of the borderline stub equities are looking fascinating-see
$aer,$al,@puppyeh1 and@AndrewRangeley , for industry overview. -
Eh I would look at airports instead. Those are actually good businesses
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A second order effect could be that
$Lamr business explodes due to advertisers rushing to promote products/services that satisfy the changing landscape of consumer preferences after the virus. -
Full disclosure I nibbled at some this morning lol
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