Investment ideas : Greenwood exits MIGO, Alt Funds portfolio update plus how to buy into the chips sector

Another shorter set of ideas – markets are still looking toppy to me. Beyond that I look at the various fund options to buy into the semiconductor sector. Plus I update my AltFunds trading list

A quick update comment on the latest remarks from the US Fed governor. The WSJ reports that the Fed “accelerate interest rate increases and will likely lead them to lift rates more than they expected to combat high inflation”.

That’s not even a clue/hint but an instruction: rates will go well above 5% and they will only stop if the US economy slows down …