Sold: RIVN INCO CAT CRM AAPL MSFT AMD TSM
BOUGHT: MLI (started new position) INCO (added to position) HDB (added to position) WNS (added to position)
With market weakness today ahead of the election D&D took advantage of some price discovery with a focus on cyclicals and India. BOUGHT: CAT (began position and will add on further weakness in coming trading days, on perceived infrastructure spending) SPCE (began position ahead of election and will add more on further weakness post election, … Continue reading