Flow Traders Q2 and CMD

It is difficult to make up my mind about FLOW.

This is not investment advice. Please read the disclaimer. I might own discussed stock(s) currently or at a later time. I might transact in any securities at any time.

Read the pdf here.

Some thoughts about Flow and its recent CMD. Most observations can be viewed positively or negatively, depending on the belief if where Flow will stand in a few years.

One thought on “Flow Traders Q2 and CMD

  1. Flow has been disappointing to put it nicely. I have it as a hedge that pays dividend while we wait for high VIX. A high VIX period can last 6-24 months and Flow will do well in sell-off or crackup as long as VIX is high. I can’t really sell you on a full position but maybe consider leaving a small hedge position. Search blackswan Flow.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s