/biz/ - Business & Finance

>>56404886
P-priced in!

>he sold the DVN bottom

>>49781672
>mfw i invested money in someone who throws tantrums to a crowd of thousands - daily

>>49751742
>a sector that looks like it just went parabolic and blew off
I think that's a distinct possibility, perhaps this is just another volatile bump for a few more months of blowoff, but at some point demand destruction is going to kick in. The supply issues (structural deglobalization) won't go away, but the demand sure as hell will.

Him being out of his element is just the first domino in a sequence of mistakes. He walked into this environment with the same playbook as 2020-2021. A mixture of complacency and overconfidence. He is finally coming around to realize that he fucked up, which is good (any good trader must realize losses) - but his response is to go big on chasing the momentum of a commodity pump which is historically followed by a massive dump. His position has changed but his conviction remains far too high. He is still overconfident in the underlying narrative of "money printer go brrrr". Perhaps he is even right, but the chance of being so, so wrong in the interim is likely enough to make him go picrel

>>49706263
I'm laffin