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Arthur Hayes·2025-10-17 14:21

RT Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat)I understand why markets are “wary”- 🇺🇸 - 🇨🇳 tensions- major deleveraging last week- “cockroach” fears on private credit- October is month we tend to see 💥But…- sentiment is negative (AAII) = contrarian good- only 22% fund managers beating benchmark = chaseBTFD = our take@fs_insight @FundstratCap @BitMNRTickers: $GRNY $BMNR ...