Leonard Euler

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• Gold buggold-bug+19.20%5 subscribers · 1 changes
• DefensedefenseProfit from war +11.92%1 subscribers · 1 changes
• Home buildershome-buildersThis portfolio tracks home builders. We believe the current high long term interest rates (May 2025) are a significant headwind. As long term rates come down (which we believe they will) the demand side will come back. At the same time, we believe there will be bipartisan political support for speeding up home building in the form of deregulation.+0.22%2 subscribers · 1 changes
• Cryptocrypto-10.45%11 subscribers · 1 changes
• Younan capitalmarvin-buys-the-dip+10.22%17 subscribers · 31 changes