The Portfolio Letter
History, economics, psychology and markets | Portfolio report #2 / May 2026
Welcome to Portfolio Newsletter #2.
The last portfolio letter I published was in November 2025 and many significant macroeconomic and geopolitical events have taken place since then.
My recent focus has been to self-educate in the realm of short-term leveraged trading and technical analysis, hence the absence from writing. I hope to do this type of tradin…
