I am inspired by the immortal words of Bluto in Animal House:

Indexation - DEAD

Semiconductors - DEAD

Hyperscalers - DEAD

Consumer stocks - DEAD

$TSLA - DEAD

Bonds - DEAD

American Exceptionalism -DEAD

DEAD DEAD DEAD

Just say NO to indexation.

Just say NO to bonds.

Just say NO to the macro talking heads

(Pro tip: ignore any talking head that fails to give specific ideas)

SELL is not a four letter word.

You want alpha?

Join our movement.

I am here to help you.

Experience counts. 45 years and counting.