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My trades? What am I doing? Maintaining not gargantuan, but elevated cash levels. Not going crazy.
Here's what I'm risking.
Plus, Zscaler largely delivers for its owners with its latest results.
Will ZS go out on any kind of limb for the current full year? That's what will decide the overnight direction of the stock.
All life, all learning, from parenting to aging to investing is about adaptation -- the ability to evolve.
Should these assets stop trying to be seen as currencies, and trade more like commodities, I'll become more involved.
The spread of COVID's latest and scariest variants continue to warp economies across the planet, preventing commerce from functioning more normally.
And even then, only if it seems that COVID is finally on the run, allowing for a second attempt at a full reopening of the economy.
In isolation, rapidly slowing economic growth coupled with rapidly rising inflation would bring about stagflation, a phenomenon most younger Americans don't seem to understand should be feared.
If you're in AVGO you're not wrong. I just have to keep myself from becoming overexposed to the group.