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![kashyap286 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1562962842.png) Kashyap Sriram [@kashyap286](/creator/twitter/kashyap286) on x 20.5K followers
Created: 2025-07-24 04:04:09 UTC

I was called a 'permabear'. No, you just haven't followed me long enough. 

I turned mega bullish in December 2023 and stayed that way until November 2024, when I became cautious. I was buying heavily in April when the press screamed the world was ending, because I anticipated a "Minsky moment" and prepared for it.

No one has a XXX% hit rate on macro calls. I'm right more often than I'm wrong, and I always swallow humble pie and pivot once I realize that I got it wrong.



XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948232711363023213/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[mega](/topic/mega)

[Post Link](https://x.com/kashyap286/status/1948232711363023213)