The lights went out on January 3rd.$1,000 on each asset. No rebalancing. No second chances. 120 days later, the race has already changed nature. This is no longer a sprint.It’s not even a classic market cycle. It’s a selection process. A Difficult Start… Then a Break...
Three months into the climb Three months into the race.The noise has settled. The first gaps are visible. This is no longer a chaotic sprint.It’s becoming a climb. And in a climb…you start to see who really has legs. 🧊 CAT 1 — The heavyweights At the front, one runner...