Are You NUTS? Part Two

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He’s at it again. I want to thank my new friend TXTine for pinging me, which inspired me to DUMP all my longs at great profits and become pure, unadulterated Tim-bear once more, just the way you like me. Incidentally, some of these positions are smaller than Powell’s genitalia. I just like the charts. So my entire portfolio is only 28% committed. It’s not like I’ve lost my mind or anything.

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