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Have I finally lost my mind? My letter to frustrated investors. By Lane Clark of TPP.
Market Activity
Are we swimming against the tide at TPP? Hear the thoughts of Lane Clark.
October 24, 2025
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Am I losing my mind? Why have we just moved into a market neutral position?
The headlines are euphoric.
🟢 US tech is flying.
🟢 AI stocks are booming.
🟢 Global markets are brushing all-time highs.
And everyone thinks this time… it’s different.
It’s the buy-everything rally.
Right now, it’s easier to make money in the markets than it is to do five push-ups.
So, why on earth are we flat at TPP?
Why are our traders sitting near market neutral when everyone else is diving in headfirst?
Have we gone mad?
No.
We’ve gone professional.
Because we’re not here to chase.
We’re here to beat benchmarks.
Sometimes that means firing every round of ammunition into the rally.
And sometimes it means keeping your powder dry… waiting for the better shot.
Right now, 90% of our Long or Flats are FLAT.
Our Hybrids are underexposed.
Our Actives are cautious.
That’s not fear.
That’s discipline.
We’ve seen this movie before:
Exuberance builds.
Retail piles in.
Confidence turns to greed…
And the first pullback wipes out the latecomers.
So yes, we’d love to see a correction.
Because when it happens, we’ll be ready.
TPP doesn’t build portfolios like it’s the 1990s.
We don’t charge fees on fees.
We don’t rely on luck, lunches, or long-winded reports to justify our existence.
We react.
We adapt.
We protect, and then we attack.
If you’re sitting there wondering whether your wealth manager is reacting to the same signals… they’re probably not.
They’ll tell you to “ride it out.”
We call that what it is, complacency.
You don’t have to settle for average.
You don’t have to fund someone else’s lunch while your money sits still.
It’s time to be part of something different.
Something that moves when markets move.
Let’s show you how TPP clients are built to outperform, in the good times and the bad.
Because when the pullback comes (and it always does), the difference between professional and passive will be everything.
See you on the call.
Lane
Co-Founder, TPP
P.S. Don’t take my word for it, hear from real clients who’ve seen the difference first-hand. Click here.
Then book your free consultation this week.

“TPP might just be about to revolutionise investment for the retail market.”
- London Stock Exchange 2020