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Camel / ARTICLE

Nothing to do at the moment but wait for something actionable to confirm, so I went for a drive. Upon return I checked my comments and they are dominated by people calling recession and bear market. Feels a lot like the c19 crash, everyone did nothing until the lows, panic sold the bottom and then missed the lockout pump that followed. Opportunity is coming and I think most are going to miss it because they’re scared. These same people were laughing at deflation 2 weeks ago and championing tariffs being inflationary, and now they are trying to blame trump for the weekly cycle lows. This is classic wave 4 stuff - a surprising disappointment for all the latecomers. The sentiment swings are remarkable. Investors these days don’t seem to be able to tolerate a correction. Even if we are going to call tops, we need a bounce first to give us a high probability setup and short entry. Sit tight, one thing I do extremely well is be a contrarian when it matters. i think an extremely one sided setup is presenting here.

Published Mar 13, 2025Updated Mar 13, 20253 min read
Nothing to do at the moment but wait for something actionable to confirm, so I went for a drive. Upon return I checked my comments and they are dominated by people calling recession and bear market. Feels a lot like the c19 crash, everyone did nothing until the lows, panic sold the bottom and then missed the lockout pump that followed. Opportunity is coming and I think most are going to miss it because they’re scared. These same people were laughing at deflation 2 weeks ago and championing tariffs being inflationary, and now they are trying to blame trump for the weekly cycle lows. This is classic wave 4 stuff - a surprising disappointment for all the latecomers. The sentiment swings are remarkable. Investors these days don’t seem to be able to tolerate a correction. Even if we are going to call tops, we need a bounce first to give us a high probability setup and short entry. Sit tight, one thing I do extremely well is be a contrarian when it matters. i think an extremely one sided setup is presenting here.