When nearly a third of a portfolio concentrates into one bruised stock, it usually signals a view that most investors are still too early to share.On November 12, Hong Kong-based Athos Capital disclosed a new position in KE Holdings (BEKE +0.66%), revealing it acquired 2.5 million shares in a transaction estimated at $47.5 million.What HappenedAccording to a filing with the U.S. Securities and Exchange Commission (SEC) dated November 12, Athos Capital established a new stake in KE Holdings (BEKE +0.66%), pu ...

We've got Stephanie Link, chief investment strategist and portfolio manager at High Totower Investors as well as a CNBC contributor. Uh she is working. She is not a government worker and she's got data or at least some information to impart to us about how you're thinking about playing this market right now.Yeah, we've I've got some data. Um the uh economy, Andrew, is running at 3.8% GDP. in the face of all these unknowns with regards to the government shutdown and tariffs, inflation, geopolitical issues, t ...