I haven't had any keen insights over the past 2 years.

Most people won't admit that.

But I wear it as a badge of honor because I've simply put my pride/ego aside and listened to the market.

Then I trusted the trend, after a thorough review of the data and coming to a conclusion based on the weight of the evidence.

Again, I haven't needed to have some epiphany, unique idea, or conduct some crazy accounting sleuthing to produce massive returns over the past 2 years.

I've simply recognized that we're in a bull market.

I've simply recognized that the resilient and dynamic nature of the U.S. economy, particularly on a relative basis vs. the RoW, would likely stay intact.

So then I picked the fastest horses in the race...

The assets that historically outperform during bull markets!!!

Tech, megacaps, bitcoin.

I'm not smart.

I'm just super fucking humble & I respect the market.

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