The Ultimate Pain Trade

This market rally is not driven by an AI boom. It's just a surface narrative to make sense of it. Instead, it's a pain trade for misallocated investors. Once it's over, downside will be considerable.

Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.

This article is entirely free to read.