market geometry: V shape 💚

If you set the hinge you have the right to be unhinged.

If I could have one ability in the capital markets, it would be the ability to define the hinge — to mark the exact second when variance collapses and direction becomes inevitable. (Gen Z will love me for this)

Because everything else — analysis, capital, even conviction — is downstream of that moment.

Anyone can participate after the move.

Few can create…