I’ve had a hypothesis (n=2) that the market doesn’t immediately process all news events perfectly: I’ve traded in the summer during the heat wave TT and CARR and make $$$, I’m now holding fairly large unrealized gains from EQT and SWN on the cold wave. But I feel like I should know more news events and longer term trends (for me: AI/ML, cloud computing, aging, digitalization, cybersecurity, automation, and interest rates). What are you trading on?
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