Couchman

    • CouchmanCouchman
      ·01-21
      The tariff volatility/noise won’t last, expect a rebound sooner than later. If you have conviction in your stocks jus stay the course.
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    • CouchmanCouchman
      ·01-16
      Despite some good results, we are at a point in the cycle where all the banks are historically expensive so i am out of banks for now until the valuations come back down
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    • CouchmanCouchman
      ·2025-11-02
      Oct was amazing, going to trim some positions to manage risk heading into year end
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