Kuppy’s 2022 Position Review
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point of going through all this effort, if you cannot point to your record of continuously nailing major trends and investment themes. Normally I publish the review a bit closer to the last day of the trading year, but I’m headed out to Sicily and then Malta for a well-deserved vacation. Don’t worry, I’ll post plenty of vacation pics…* Q3 2022 hedge fund letters, conferences and more Historically, the year-end review has focused on individual sto...