your friendly neighborhood IC

February 2025 update for Comma Partners

Fear?
Overblown

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I believe the most probable scenario is that we’ve seen the majority of this wash out as the market has reacted with fear to the bold change (and resulting uncertainty) that Trump and his team have brought into office.

Looking ahead, I think we chop around these levels for the next 1-3 months or so (1 if things move expeditiously, 3 if less so), until we get greater policy clarity and stability.

February 2025 update for Comma Partners

Fear?
Overblown

---

I believe the most probable scenario is that we’ve seen the majority of this wash out as the market has reacted with fear to the bold change (and resulting uncertainty) that Trump and his team have brought into office.

Looking ahead, I think we chop around these levels for the next 1-3 months or so (1 if things move expeditiously, 3 if less so), until we get greater policy clarity and stability.

https://paragraph.xyz/@comma/comma-partners-february-2025