Just Stop…..Unwind’s require a lot less thought….but we know the party line

Just Stop……don’t try to over think it……yesterday was quite a day…..and all over it was carnage…..don’t look for patterns outside of de-leveraging a massive consensus and fear. In no particular order……this is what stands out to me. It took a number of quarters from the original ..Jensen Drop the Mike!….moment of May 2023….for investors to...

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