X @Mayne
Mayne·2025-10-17 03:29
RT Satraj (@sat_bam_)Over the last 24 hours we’ve moved all our R13 DAF liquid fund positions into cash.The reasoning is simple: we’ve had a really good run from 2022 till now. Our fund performance is preserved and strong and we have bought ourselves the luxury to either buy higher into momentum and catch the blow off top or much lower into dust and build a stronger position into QE / rate cuts / liquidity etc.This is not about being bullish or bearish. It’s about being defensive and tactical around capital ...