In this week’s members-only letter we discuss the following topics:
- The Sell-off to Start The Year Is Perfectly Normal and Was To Be Expected
- What Do We Do With Apple Stock?
- Where Is The Best Risk vs Reward Now?
- My Favorite Emerging Market Short
- Where Do We Buy Crude Oil?
- Solar Energy Stocks Are What We’re Most Interested In
- What the Strength In Utilities Is Telling Us
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