Some Names I've Bought During Tariff Mayhem

Core Insights - The current macroeconomic environment is characterized by high levels of uncertainty, making it challenging to formulate rational expectations for future growth [1] Group 1: Analyst Background - The analyst has extensive experience in the hedge fund industry, having worked as a Portfolio Manager, Domestic Equity Analyst, and Trader since the mid-90s [1] - The analyst managed a domestic Long/Short Equity product with gross assets that peaked over 1 billion dollars [1] - The investment philosophy is fundamentally driven, focusing on value investments for long positions and catalyst-oriented short investments, complemented by technical analysis for risk management [1] Group 2: Investment Focus - The analyst aims to write about unconventional investments and overlooked securities, indicating a focus on niche opportunities [1] - The analyst is also involved in the analysis and investment of Cryptoassets, suggesting a diversification in investment strategies [1]