Oli(@OInvests):Cash is a Position. The market is starting to run hot. I expect this to continue at least into the Anthropic IPO. I'm currently 0% cash and not trimming, but it's not a bad idea to start reducing contributions and building a cash buffer. Be greedy when others are fearful. Be fearful when others are greedy. The market is far from greedy yet. But worth keeping an eye on.

Oli

@OInvests

参加 August 2025

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Oli@OInvests

2026.09.21 19:52

Cash is a Position. The market is starting to run hot. I expect this to continue at least into the Anthropic IPO. I'm currently 0% cash and not trimming, but it's not a bad idea to start reducing contributions and building a cash buffer. Be greedy when others are fearful. Be fearful when others are greedy. The market is far from greedy yet. But worth keeping an eye on.