in discretionary
the right position is almost always long
the right action is almost always to buy the dip
five times a year there's free -20% on the floor
pick it up, then do nothing
port to 0 by EOY

ok finally did my eom marks (but marked to nov 3 / today) seems like we have now lost 20% of entire nw in 3 weeks cool cool
to put this is perspective this was about 6mo of pnl
i suppose it could be a lot worse but honestly im somewhat upset rn

major

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