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The market has had a heck of a run and I’m holding a number of positions that are mostly risk-free. I want to continue to take on risk but only when I think the actual volatility will overstate the implied volatility. With SPX erasing 80% of Covid-19 selloff, this is no time to chase. So be careful out there.
NVDA:
FB:
CRWD:
MSFT:
AAPL:
AMGN:
AMD:
BYND:
GD:
TRIP:
FDX:
ADP:
TLRY:
CRM:
ADSK:
NFLX:
FDX:
WYNN:
BA:
JPM:
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