agreed....
big portfolio update...cautious to keep to sectors that will likely get less of a hit as numbers are reported...
ag sector, digital gaming, consumer products (think KG) , 5g infrastructure, whole sale food products (with less restaurant exposure)...and so on...
it is my guess...and just a guess....that there is a lot going on right now (KG),...supermarket deal may be need to include up list...and assurances on volume delivery...but all happening....new large deals ...summer products....
I would like to see some actual signs to confirm...but the smoke signals seem intriguing
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