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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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Tag: pre-mortem

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 don't think I'm the first person to come up with that. Effectively that is the scientific … Continue reading Let’s kill it! →

PT financial markets, investment philosophy, organizational alpha January 24, 2017January 24, 2017 2 Minutes

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