Trading The Shit Show: February 2024 Portfolio Review

With more than a month and a half of the new year over, I thought it would be a good time to offer up a general portfolio update and my thoughts on macro heading into the end of Q1.

With more than a month and a half of the new year over, I thought it would be a good time to offer up a general portfolio update and my thoughts on macro heading into the end of Q1.

As I will explain, I haven’t made many changes to my outlook for the year, but I did take some profit in Rumble (RUM), which is up about 70% since the beginning of the year. …