30/ I want to thank all of the participants because it was great getting to know their highest conviction holdings!
If you liked the thread make sure you give it a RT! 👇
In January, $ARKK bottomed at $64 and then tested that low a few days later.
After the recent rally, current pullback has found support *above* last month's lows. Base formation seems to have begun and the crash is in the rear view mirror. This is time to scale in and buy fear.
Why Russia will lose this war?
Much of the "realist" discourse is about accepting Putin's victory, cuz it's *guaranteed*. But how do we know it is?
I'll argue that analysts 1) overrate Russian army 2) underrate Ukrainian one 3) misunderstand Russian strategy & political goals🧵