When Everyone’s Greedy, I’m Bored, and That’s Okay!
It’s been a while since my last update, October 2025 was one of those months where life and work got busy, so I decided to step back a little from posting. Sometimes, the best move in investing (and in life) is to pause and observe quietly. Since then, the markets have been on a tear. Stocks have rallied hard, crypto seems to be back in fashion, and even physical gold is seeing strong demand. The sentiment on the ground feels euphoric, everyone’s chasing something, and the fear of missing out (FOMO) is real again. Meanwhile, I’m… just sitting here, a little bored, and completely fine with it. I haven’t been adding new positions lately. Instead, I’ve been slowly building my cash reserves. It’s not because I’m bearish or trying to time the market, I’m simply comfortable where I am. My portfolio is well-positioned, and I believe in the businesses I already own. There’s no need to trim either. In fact, I see my investing approach like managing two pieces of fishing equipment: 🎣 The F...