5 Comments
May 2, 2021Liked by Mark Helfman

On the margin is a damned fine podcast. Thx

Expand full comment

Hi Mark - thanks for the Sunday update. I understand from your post and previous posts that we may well see some extended bleeding out of the market over the next few months but this still should be understood as being within the larger uptrend. I believe you mentioned that for somebody sitting on 800% they shouldn’t worry and we may find ourselves in the buying zone again soon.

I am a bit later to the party and am sitting on something more like 80% - clearly you don’t have a crystal ball but would say the next few months present an opportunity for somebody to make some low volume select trades to increase their holding ahead of the next big rise? I’m not interested in trading but thinking how I can pick the right 3-4 opportunities per year to buy and sell.

Expand full comment