best market instincts in the industry
They will make a lukewarm trade update with the Chinese Communist Party and try to spin it as good progress.
Take a look at the price action.
The cleanest move was to long and get first move.
VIX was used to shake out all weak hands ?
For the framework announcement?
The key is to have the insight to know something ‘lukewarm’ would be done.
To have the insight, it can be done.
Laugh in amusement at how bad it really is.
Using your skills to curate your own hedge against it.
Curation Over Capital
·I went thrifting for the first time in my life—simply because I couldn’t find any retail options for what I was looking for. The item cost $8, and I wore it today. A WASP saw me in it and didn’t look too happy. That, in turn, made me extremely happy—because not many people with my last name can unintentionally trigger a WASP aesthetically or intellectua…
It wasn’t about price.
was about taste and curation—
an organic vision.
This is the beautiful nuance of success in the West.
