Published on 2026-11-01

Holdings Letter: Tech Stocks Fell, and We Stepped Aside

Google fell sharply after earnings, the AI selloff is starting to spread, and the odds of a December rate hike keep climbing. Will this decline continue, and how do I see Bitcoin and energy?

A young monk sits on a wooden chair by the window, eyes closed and smiling with a warm cup of tea while heavy rain falls outside, beside the words "Peace, too, is happiness."

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