Up 3% so far in February!
We started risk off mode, up to 30% cash in hand
I sold some $PLTR (Palantir Technologies Inc.) after rally post great numbers. And trimmed all other tech names to de risk.
On the flip side, we bought some $NATGAS down here. And looking at $USDTRY going towards 31! Might buy some here.
Any thoughts ?
Ufuk ... Show More
