It’s days like today when the market dips and a month like this one when the market drops. My main company MSTR has dropped $110 per share in the last 3-4 weeks… ouch. The portfolio is now down on the position overall. this is where the wealth is built for a long term position. This does not matter in the long run, does this hurt and suck to see OH YEAH. But nothing has changed fundamentally, I had a talk with my trading guy and we agree too see how the rest of August/september plays out. I see temporary fear, and have seen no fundamental change in a macro lever. I’ve even entered a new debit spread on MSTR becuase of how far it has dropped. If you have dry powder and your conviction investments are down, buy more.