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Stan Druckenmiller: ▫️ No material signs of US recession ▫️ Inflation may not have peaked: deregulation, tariffs ▫️ Never invest in the present: look out 18-24 months ▫️ Bullish Nvidia after grads went from crypto to AI ▫️ Wake up 5:30, drink coffee, read WSJ / FT / NYT
Owning commodity driven companies not for the faint of heart- but today is reminder to take profits before they disappear
Where will he end up…. Indianapolis, Washington, Carolina, The Jets, Houston, GreenBay???? thescore.com/nfl/news/25440…
Hmm, what will 2023 divy be, if FCF doesn’t go to NCIBs (thx Trudeau) ca.finance.yahoo.com/news/athabasca…
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