September 1, 2020
Quiet Contrarian. Ep 8: Trades for August 20
The main theme for the month is a few sales ahead of announcements to take profits on things I felt were overbaked. DTL and APX have been stellar performers of late, and were both looking a bit overpriced, so I sold down portions of my holdings. The American economy is looking even more overbaked with TMCGDP going over 180%. My...
