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PSF: A Hold Until Long Yields Stabilize
Seeking Alpha· 2026-10-21 22:01
Curiosity is my middle name. I started my career as a fixed-income quant focusing on Polish bonds, later expanding into US Treasuries, before transitioning to the equity side as one of the youngest pension fund managers in Poland, running the equity book mostly single-handedly at the age of 25. A few years later, after delivering strong results, I experienced burnout and chose to spend a decade as a full-time private investor, focusing on major stock indices and commodity futures. I then returned to the ins ...
Broadcom: Upgrading To Buy, Even After I Cut Management's Numbers (NASDAQ:AVGO)
Seeking Alpha· 2026-10-21 21:28
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...