Disclaimer

Please read the disclaimer and disclosures below. If you have any questions, do contact us at lightconejournal@substack.com:

This newsletter’s material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date on the front page, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Rahul Malhotra to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Rahul Malhotra, his employees or his agents. Rahul Malhotra may or may not hold positions in any financial securities that he comments on in this letter.

This material may contain 'forward-looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. This material is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any asset classes or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Any views and opinions expressed in this newsletter are Rahul Malhotra’s personal views and do not reflect those of Machan Capital Management LLC or any other current or former employer. This is true even if Rahul Malhotra uses material in this newsletter created as part of his duties at Machan Capital Management LLC.

Investments in financial markets are risky and always carry the risk of large losses of capital including the loss of an investor’s entire principal. Past performance is never a guarantee of future success.

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Quant trader and portfolio manager. 15 years money management experience at major Wall Street firms. All opinions my own.