Subject: Re: Short brkb, long spy ? It isn't my thing
6 months ago I thought about selling spy calls against my brkb, rather than selling brkb calls since we all agreed the Mag 7 were dangerously overvalued. However, I brilliantly concluded that was too dangerous, unless I bought spy calls, 15 % out of the money to hedge against spy smoking brkb, by june 2025. So far, brkb continues to be seen as a safer place to park, let's see what the annual meeting brings?