Author of the Macro Trends and Turning Points newsletter. I spent 5 years as a co-founder and CIO/hedge fund manager. Prior to that, I was a hedge fund analyst/portfolio manager at a large Canadian alternative asset manager. I write articles as part of my own due diligence on stocks I find interesting. Follow my Twitter or substack for my thoughts on macro trends.
Analyst Disclosure: I/we do not have any stock, options or similar derivative positions in any of the companies mentioned, but I may initiate a profitable short position by shorting the stock or purchasing puts or similar derivatives in SOXX over the next few years. 72 hours. I wrote this article myself and it expresses my own opinions. I don't receive any compensation for it (aside from Seeking Alpha). I have no business relationship with any company whose shares are mentioned in this article.
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