Reflecting on my crazy journey over the past 3months, I'm anticipating much more opportunities for us in the upcoming few quarters. I plan to craft the remainder of the year with amix of risk management but also speculation. Especially on emerging sectors poised for exponential growth after a slowdown in the last few months like commodities. Understanding that the market moves in cycles, and after a cooling off particularly in the fertiliser space I think the upside is huge!! Looking forward to exciting times ahead.
Have to learn to be highly adaptable going into 2024, bagholding and praying is not managing risk and sometimes even cutting losses early is a win! Alpha is spread out across all asset classes and we must learn to expand beyond what we know