The Bear Market: A Process

Markets are going to, it's going to be a process. I don't see enough negative negativity forming in the very near term. High beta securities like ARKK or ARK, if you will, they're going to go down a lot more than the broader market. So yeah, I mean, we still short ARKK. It's one thing to look at a chart and say the chart went from here to here and gloss your eyes over all the wiggles in the chart. We actually have to construct those back to us. You realize, man, this was not a linear path. Like everybody got carted out from March to May,. oh, wait, nobody was

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