TIB: Today I Bought (and Sold) - An Investors Journal #503 - Semiconductors, Marijuana, US Banks, US Automotive, US Homebuilding, Cloud Computing, Oil and Oil Services, India, China, plus more
Catchup post for trade action coming through options expiry ion two portfolios - one update still to come. A few exercises, a few assigned and some hard lessons about options trading and time. Bought ENGIE
TIB: Today I Bought (and Sold) - An Investors Journal #238 - Europe Banks, Steel, Russia, Mining Services, Emerging Markets, Ethereum
Markets were hammered by the Italy story. I add to Europe bank holdings at the top and bottom of the pile. Some contrarian trades in Russia and Emerging Markets. I follow up on the lithium play by Korean