Well, the account
number certainly do not say so, I am down for the year quite a bit.
I certainly feel like an ugly duckling because of how far down I am this year. But this like all the forays we take in life are into different areas of life, there are ups and downs and we learn from them
Now this is not
to say I am not going to be profitable for the year, it certainly is something
that I am still aiming for. But changes need to be made.
But today, I feel
slightly better about the ugly performance because of an interview on Macro
Voices, a podcast mainly targeted at sophisticated investors.
On the podcast,
the first guest, Alex Gurevichin
the CIO at HonTe Investments made a call on the show, to short
CHF against a long USD. The exact same trade I am in, and it is also for the
same reasons I am in this trade.
(see transcript here: https://www.macrovoices.com/podcast-transcripts/283-alex-gurevich-zero-evidence-the-secular-bull-market-in-bonds-is-over)
(see transcript here: https://www.macrovoices.com/podcast-transcripts/283-alex-gurevich-zero-evidence-the-secular-bull-market-in-bonds-is-over)
To me this is a sign that I am growing, which is
all I can ask for right now