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CNBC Fast July 3, 2024

Sold the qs which i find interesting. And last week you said that you are longer now than i you can remember so why did you trim alphabet i add significantly to alphabet in the 130s when all the genesis and noise came out and i thought it was a Short Term Impact and there was no there there. So i took the opportunity to really super ssize the position and now cutting it back to normal size. It is still one of high larger positions. But i dont think that it was prudent. So really risk manager and in terms of the qs, im short the qs as a heenlg because i have no idea what the Inflation Numbers will be. So i sold the position i had after eight days of market straight up, i would have sold them anyway. Because they are always a trade. They are just to express a near term view. So my near term view is just risk management. I have so much beta in the portfolio through the big ....

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Oak Grove Capital LLC Boosts Stock Position in Markel Group Inc. (NYSE:MKL)

Oak Grove Capital LLC boosted its holdings in Markel Group Inc. (NYSE:MKL – Free Report) by 17.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 335 shares of the insurance provider’s stock after purchasing an additional 50 shares during the period. […] ....

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