Columnist | Portfolio Manager | Econ Wonk | Top 5% TipRanks Expert I write The Macro Obsession, a Sunday newsletter on finance, tech, and the real economy. The approach is chart-heavy, macro-first, data-driven, and chock full of me without guardrails. On Seeking Alpha, I’m best known for macro commentary and high-yield fund coverage, but I also write on technology, materials, and retail stocks, and on names I hold or am considering. I invest across asset classes, with a focus on ETFs. Off-page, I’m a portfolio manager at Fintent Invest, Inc. (“Fintent”), a Monrovia, CA-based RIA, and Director of Education at Fintent’s affiliate, Fintent Educate, LLC. “Successful investing requires holding uncomfortably idiosyncratic positions.” — Howard Marks, paraphrasing David Swensen
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I intend to purchase shares of DRAM over the next 72 hours.
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