When Grantham Rings the Alarm Bell
If he is right, my portfolio is exactly where the damage would happen. Here is how I thought it through.
If he is right, my portfolio is exactly where the damage would happen. Here is how I thought it through.
I bought Novo Nordisk (NYSE: NVO) call options betting on a V-shape recovery after earnings. They’re now worth almost nothing. In this post I walk through what happened, why I still hold the stock, and why my view is a hold for now — not a buy, not a sell.