“One must imagine Sisyphus happy…”
Great call on PCG, just added 500 shares
Updated thoughts on PCG. Think Hughes fire changes r/r in the sense that it’s a lot closer to PCG coverage area. Think if fires chill out, still get rerating LT but ST this is a systemic risk so careful on options etc. Lmk your thoughts
Good call on PCG !!
Great call on PCG, just added 500 shares
Updated thoughts on PCG. Think Hughes fire changes r/r in the sense that it’s a lot closer to PCG coverage area. Think if fires chill out, still get rerating LT but ST this is a systemic risk so careful on options etc. Lmk your thoughts
Good call on PCG !!