Good performance for me lately. My conservative longs go down a little, my shorts plunge. Only TSLA and WE have yet to collapse. LYFT, SQ, MSFT, COIN, DASH, UBER, NET: all disasters. I regret missing CVNA.
Biggest long position now is XOM. I think China demand is coming back heavy when they give up on lockdowns and Russia supply will drop with sanctions and parts and service issues.
Biden also released so much oil from the SPR this year that it is at record lows and they are planning to start restocking now.
