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The Cycle Journal

I caught trends early, then gave most of it back because I didn't know where we were in the cycle. Now I write it all down: the thesis, the rules, and every trade after it's done. One email every Wednesday. Not financial advice.

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The Cycle Journal #0: where we are, and the five positions I hold

New here? I'm Dan. This is my weekly investing journal: where we are in the cycle, and every trade I make, after it's done. Start with the story: https://x.com/DanGraphel/status/2119777025158471859 Years ago, I bought $SOL at $2. I sold it at $1. It went to $260. That mistake taught me one thing: read the cycle, not the candles. This journal is how I try not to make it again. On the monthly chart, every market moves through four phases: Downtrend, Sideways, Uptrend, Distribution. Sideways is...