Campbell Ramble

Campbell Ramble

Spooky Speedbrake on the Way to the Singularity?

Punter Portfolio Ramblings v002: Revisiting the Air Pocket, Nine Months In

Alexander Campbell's avatar
Alexander Campbell
Oct 31, 2026
∙ Paid

Not sure if you saw but market was a bit…interesting today.

Here’s the NASDAQ (QQQ ETF).

Keep in mind on a longer term, we’re basically in the middle of the bullish range for the AI trade.

Which has been with us since 2022. Though when we consider how steep this hill has been, it does make you reflect about what you start buying here.

Net net, we remain short stocks, via puts.

Though allocating in some of our minerals stocks today as the puts kick in.

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