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Market Stories

  • The markets surged yesterday and look set to surge today. It’s a constant reminder to not try to time the markets. History shows that missing a very small number of big up days seriously hurts your long term returns.
  • RH jumped 10% yesterday and is set to jump further today.
  • I largely don’t invest in individual stocks. Two I do have positions in are Astera Labs down 58% YTD and Palantir Technologies up 24.5% YTD.

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