MASSIVE DISLOCATION between QQQ and China Tech

9 בפבר׳ 2022

An inflationary scenario could see an absolutely HUGE catchup in Chinese tech relative to the nasdaq. I am LONG KWEB

2 במרץ 2022

הערה

This setup is even better than when I posted... however worried about tail risk if China makes a move on Taiwan... I exited my positions

14 במרץ 2022

הערה

Exited my positions as I stated (fortunately) - but I think this is worth watching for another high risk setup.