Strategy: Almost Time To Be Greedy When Others Are Fearful

Personally, I am not a fan of the idea of Bitcoin ( BTC-USD ) treasury companies, nor of any other crypto treasury company. At the time of writing, I have no exposure to companies such asDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s ...