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Observing the market

“I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” – Charlie Munger

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Ewan Kirk

"Finance is dominated by randomness. Randomness is everything. Because randomness is everything, you need to be uncertain. You need to have a lack of conviction and dogma in certain things. Because you want to be able to prove certain things are wrong." (Ewan Kirk - Cantab Capital)

Let’s kill it!

You like the idea of proving a strategy is broken rather than it is right. This was the question Michael Covel asked Ewan Kirk of Cantab Capital during one of his recent trend following mega episodes. The answer was fascinating: I... Continue Reading →

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