Z(@ZeeContrarian1):Think like a contrarian. CNBC says a 10% correction is coming because “that’s what always happens” before midterms. Goldman says hedge funds are the most deleveraged they’ve been all year. Sounds bearish. But then ask: who is left to sell? You need sellers for a 10% drawdown.

@ZeeContrarian1

Former Wall Street professional. Special situations, awareness, logic, Buddhism.

参加 September 2013

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Z@ZeeContrarian1

2026.09.01 04:32

Think like a contrarian. CNBC says a 10% correction is coming because “that’s what always happens” before midterms. Goldman says hedge funds are the most deleveraged they’ve been all year. Sounds bearish. But then ask: who is left to sell? You need sellers for a 10% drawdown.