Happy (late) Independence Day to all Americans! It seems as if Trump gave us some time off to celebrate, as besides yet another try on the Gaza ceasefire there is nothing especially newsworthy (or prediction markets-worthy) happening. That being said, I still have several positions on the market.
Some of them have been in my portfolio for quite some time and it’s high time I did a recap on them. The world is ever-changing and the start of the second half of the year seems like a great time to reevaluate some of the long-term theses I hold.
So subscribe below and see what has changed.
Intro
Today I’ll go through each of my positions and reexamine them. Grouped by theses, I will touch Ukraine war, the Middle East, general war risks, with additional mix of Polish politics and AI.
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