James Van Straten
James Van Straten|Mar 08, 2026 11:08
Comparing this cycle to 2022. Realized price ($54,480) vs 200WMA ($58,611) Realized price is now firmly below the 200WMA. At this point in 2022, we would have been in July, where most of the price destruction had already occurred. My DCA is on aggressively; if we head to either of those metrics, the DCA gets ramped up 3x more aggressively. See through the war, see through the theatre.(James Van Straten)
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