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Onward, Bullish Soldiers! 2/14/23

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NatGas looks to be putting in a floor at around $2.42, looks to me like accumulation around here.  Almost, the inverse of the distribution that happened mid December at $6.42.

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In the 70s „AI“ was called „robotics“. It was the same narrative, guess Doc can confirm this. The „Street“ said „fantastic new world, blues skys ahead!“, the Unions said „everyone will lose his job“

Same as today, just 50 years before.

In fact, as robotics was, AI is deflationary, not inflationary.

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Michael Burry's newest trades were just released his new buys include $BKI, $COHR, $BABA, $JD, $WWW, & $SKY Sells include $GEO, $QRTEA, $AJRD, $CXW, $CHTR, & $LILAK

 

18% of his portfolio is now comprised of Chinese Stocks

Weighted Breakdown:

$GEO - 25%

$BKI - 20% (new)

$COHR - 11% (new)

$BABA - 9% (new)

$JD - 9% (new)

$WWW - 8% (new)

$MGM -7% (new)

$QRTEA -5%

$SKYW - 4% (new)

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