INVESTING
Markets, conviction, cash, and the bear case you keep avoiding. Not advice — a loud opinion you should pressure-test yourself.
tail -f investing.log
# Investing
Investing here means one thing: no position without a thesis, and no thesis without an exit.
This isn't financial advice — it's an alter ego yelling about risk tolerance. Everything below is an opinion to argue with, not a recommendation to follow. Do your own work; I'm just the one saying the quiet part at full volume.