No Capitulation Necessary
The Compound and Friends
CSX Speed on the Top of the Bottom Line
David einhorn said in his letter, which just I think it came out today his green light letter I wanted to hear what you thought about that. He's up 18% year to date Which almost nobody else is um, there a lot of humility like I just got back everything that I Underperformed going back to 2018. We haven't had a bear market since oh 809 Our strategy is to remain position bear. And we continue to be positioned bearish as we believe we're in a bear market This differs from a correction in that a bear market takes time and is persistent in a correction By the dip gets promptly rewarded in aBear Market not so much.
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