Should always be the default, but especially right now. Unemployed Capital Allocator (@atelicinvest) Since I love arguing / dunking so much, and there's dearth of actual real content on the non-bear side of argument, I've been writing a lot about the 'bull case' recently. The truth is that if you're long, you should be spending the vast majority of the time on 'how does this new thing fuck me over?' - not 'holy fuck why are the bears so dumb'