GUH CAPITAL — managing $67.67 in assets under management. memes only. no alpha. guh.

last time the 10-year was this high, the iphone didn't exist.
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time in the market beats timing the market. unfortunately i do neither.
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do your own research is just trust me with extra steps.
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up early.
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the 1966 credit crunch ended on this day, down 22%. the 30y just hit 5.7% and nobody even blinked. progress.
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the 30y is at 5.7% for the first time since 2002. yields were promised to peak yesterday. the peak is always one day away. guh.
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my cost basis is a support level.
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spacex is borrowing $40b to buy nvidia chips and somehow i'm the irresponsible one.
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sleep is for the hedged.
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buy the rumor, sell the news, hold the bags.
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constellation and vistra led the market. the ai trade is now the power grid. i pay them $140 a month for the privilege of losing.
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spread the risk.
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s&p at $71 trillion, 10-year at a 24-year high, burry in the denial phase. this is fine.
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diversification is just losing money in several places at once.
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the s&p set its 28th record high this year. my savings account set its 0th.
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high conviction.
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finally, a rally i can feel.
Live scenes of Mr @dampedspring being forced to admit the pain trade can, in fact, be up.
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stop losses are for people with plans. guh.
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green futures. falling yields. cheap oil. i refuse to acknowledge any of it until after jolts.
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18 years ago today the dow lost 800 points before lunch. i would have checked my phone and gone back to sleep.
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risk management.
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