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>> No.56978013 [View]
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56978013

last month has by far been my worst ever in the markets. 'folio has been up 20% basically all year since Rovio got bought by Sega, but I've completely missed the current rally. Lost 2% in the last month while the markets are up like 20%. all my alpha for the year just gone. way too defensively positioned and way too focused on the recession chatter.

>> No.56880005 [View]
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56880005

>>56879679
the problem with that logic is that the underinvestment thesis is falling apart in real time with every monster build. and these builds are happening as OPEC is repeatedly cutting. global spare capacity keeps increasing and oil bulls can only repeat their mantra of "underinvestment".

>> No.53145225 [View]
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53145225

>>53142970

>> No.53129395 [View]
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53129395

>buffett actually bought the top in oil
>again

>> No.52320234 [View]
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52320234

this crypto collapse might actually be the black swan that takes us from regular old bear market to actual financial crisis.

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