Mo@BigMo

1J

Thanks for sharing.
I fully hear you, on the self-reflection part.
What needs to support your conviction is real data.
Personally, I like to play the highest level, long term macro trends, driven by geography and demographics.
No matter what your conviction is: ask yourself what real data would invalidate your thesis.

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M_Dx@M_Dx

1J

@BigMo Yes, you are right. It is about "allowing" views which contradict your convictions. Need to leave the bubbles, because you always find a lot of ways to justify your convictions if you only look for supporting thesis. I have started to actively challenge my views - with exception of Crypto. I don't like 😬😜

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Mo@BigMo

1J

@M_Dx Full on! Sometimes it’s hard to admit to be wrong… also fine to dislike assets. I don‘t invest in bonds 😂

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M_Dx@M_Dx

1J

@BigMo I can understand you, they are hard to predict. But: with high interest rates they become (should become) part of regular asset allocation again. In turn I would also buy small stake of $BTC - I am a contrarian as you know 😄

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