russellclark

Market is super bullish at the moment - but I was surprised to HYG beginning to roll over...

This explains my thinking behind AI - and why I am willing to take some long risk if the valuation makes sense... namely wafer stocks like Siltronics and SUMCO.

Example #5768 of why you NEVER NEVER NEVER short a highly shorted stock. Fare well short sellers of AVIS budget group.