Buying THD @ $68.21
5% position
If you thought I'd head into the weekend nearly 20% net short, you haven't been following me for very long.
I try not to be too aggressively short into a weekend - you never know what "vaccine" or "stimulus" could come.
So I'll add some Thailand exposure here to reduce my short exposure. It's not a perfect setup, but beats being long of bubble tech stocks domiciled in the USA.
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