YTD Track Record Short-Term Insights From Previous Weeks [Keep, May 2nd] I’m getting increasingly bull on Oil at the current prices. There is only a marginal sign of demand destruction, even though supply constraints have increased. We mentioned it in a
The Inflation-era Trade ($XXX)
Hey Giro, i noticed the small position in BILI. Keen to get your thoughts on the thesis for this one. Quite an interesting company.