June Portfolio Review
A Wide Gulf Between Action and Inaction
There is a significant gap between what people intend to do or should do and what they actually do. Action seems to always be better than hesitation, as pulling the trigger proved courage. But June has shown that unfiltered action, like fire, consumes everything. Inaction, on the other hand is a quiet death that just erodes the edge slowly until there’s nothing left but the echo of what could have been.
This gap highlights the challenges in bridging the gap between intention and execution, leading to potential negative consequences whether in terms of individual or relational well-being or broader societal outcomes.
Hello Readers,
June has been an inactive month on the execution side for MetaMacro. The team has been heavily focused on pushing out research work by
and some few by me.We have also received quite a lot of positive remarks appreciating our reports, both on and off the substack:
Some few selected remarks, with privacy for the commenters. However, we would like to take this moment to appreciate everyone for the comment.
May wasn’t as bright as June, albeit with positive performance, we decided to take a break from trading June, but we provided commentaries on market performance. As a result there are no changes in the portfolio performance from the last portfolio report.
However, we are back, and feels good to be back for the rest of the year.
Thank you.