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.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
