Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
General

Net back up – Going Long

Quick post to note: Markets are down some 6% and I am buying. I won’t say what right now, but I’m going long for what I think will be a 10% return. This is the worst possible sentiment I have seen in a very very long time, and it seems that there is some scope for a contrarian trade.

One system is up 5% and the other has told us not to trade today. Therefore the discretion makes it worthwhile and can focus on what to buy at what price etc.

There’s way too much news, noting in separate mails. Blame Reliance for the delay – my net connection has been shot for the last two days!

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial