Portfolio +30% YTD, 2.3x the market since inception. This week showed how quickly sentiment swings from optimism to panic. But in markets and in life, there’s profit in thinking beyond the binary.
It's interesting how you connected market swings to the broader idea of all-or-nothing thinking clouding judgement in markets and in life. Do you think this binary approach is becoming more prevelant in other complex systems too?
It's interesting how you connected market swings to the broader idea of all-or-nothing thinking clouding judgement in markets and in life. Do you think this binary approach is becoming more prevelant in other complex systems too?
Yes. I think so. Just look at politics. Not just in the US but everywhere from South America to Europe. And that spills over to policy.