Gaetano
@Gaetano2026
参加 February 2025
598 フォロー中 58.2K ファン
Mic drop
No, we haven’t liquidated and no, we have no plans to do so.
Selling at important seasonality lows…just as hedge funds have exited…is not how we’ve outperformed the market in 19/22 years.
This decline is about one thing IMO; a resumption of kinetic action with Iran, because it looks likely.
And that means this selling pressure is taking place in advance of it. To that I say “when missiles fly, stocks are a buy”.
We’re primary trend followers and we use drawdowns to add to core positions. We’ll soon be doing that again.
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