Over the next few weeks, I’ll be analyzing the fundamentals of each stock in The Reindustrialization Trade Portfolio using Simply Wall St. and providing commentary from a bitcoin valuation perspective.
Ansel, an economist in the bitcoin community, has a unique perspective on macroeconomics and bitcoin.
He recently created a portfolio with an initial investment of 100k to capitalize on the upcoming macro change.
After evaluating all the stocks, I’ll track them using snowball and update the portfolio as Ansel does.
Any stocks I’ve already reviewed will simply be added to the portfolio and referenced accordingly.
After this is over I will go back to the daily stock review as we march towards having 70 stocks reviewed and published here on SN.