Weekly Posture
Weekly Portfolio Posture — August 28, 2026
First weekly: favors a defensive tilt toward cash and short duration over expensive long-duration growth, while keeping the AI/industrial investment theme. Nvidia confirmed AI demand extraordinarily strong.
Weekly Portfolio Posture — August 28, 2026
First weekly: favors a defensive tilt toward cash and short duration over expensive long-duration growth, while keeping the AI/industrial investment theme. Nvidia confirmed AI demand extraordinarily strong.