MASSIVE DISLOCATION between QQQ and China Tech

2022년 2월 9일

An inflationary scenario could see an absolutely HUGE catchup in Chinese tech relative to the nasdaq. I am LONG KWEB

2022년 3월 2일

노트

This setup is even better than when I posted... however worried about tail risk if China makes a move on Taiwan... I exited my positions

2022년 3월 14일

노트

Exited my positions as I stated (fortunately) - but I think this is worth watching for another high risk setup.