This Is Not Investment Advice
Hedging Update
Buy to Cover UTI
Buy to Cover LINC
Book profits, will be back to both plus new ones in ed.
Maintaining and building more potentially:
Short KKR
Long SKRE
Possible soon:
Long BITU and/or long spot


Market in confirmed correction unless Friday is monstrous late to the upside . . . . taking some profits . . . . very very heavy cash . . . . . long Bitcoin?

Nov 21, 2025

This Is Not Investment Advice
Hedging Update
Buy to Cover UTI
Buy to Cover LINC
Book profits, will be back to both plus new ones in ed.
Maintaining and building more potentially:
Short KKR
Long SKRE
Possible soon:
Long BITU and/or long spot

