1. Black swan preparedness: no I was underweight both $ETFS Physical Gold(GOLD.AU)$ and oil in my portfolio due to renewables transition
2. $NVIDIA(NVDA)$ lesson: yes I am aware of high expectations for $NVIDIA(NVDA)$ and why the stock has fallen dispite earnings outperformance
3. Did I protect my profits in February: no I was positioned for continued tech performance . Yes gold is likely to exceed $5500 in march
# February Recap: Gold & Oil Soar! Will March Crash Repeat?

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