Fed
@lord_fed
Cross-Asset PM, predominantly L/S equities, commodities and FX. Sometimes rates, sometimes memes.
Joined October 2017
475 Following 55.6K Followers
The most expensive misread in markets right here is thinking AI kills software. I think it gets absorbed by it which is a completely different trade.
Spent several weeks on this post and built a 15 name basket around the idea.
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