Interested in market breadth and shareholder yield. Market cap is my favorite metric. Currently bullish and overweight investment firms and Bill Gross. Previously: solar. From the Bay Area, now in Cambridge, MA.
Heavily leveraged, only taking positions when a large reward:risk bias skew perceived. Exit quickly after the easy money has been made but press the great moves if out-sized returns are probable via statistically (seemingly) improbable continuation.
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