January 2026 Q&A and Portfolio Update
Level 4 - Sonic Autist
Welcome Avatar! Looking like an incredible start to the year. The last couple of months we suggested we were in a bear and it looks like that isn’t really debatable anymore. The only question now is how long it lasts. We’ll give some high level opinions and outline what to expect in February from us. As usual, we’ll never shoot 100%. We like to aim for…