3 ms·
You might be more successful in finding a way to achieve your goals embedding this tendency of yours in the path. With regards to informations. There is not on
by GDC7 5y ago
You might be more successful in finding a way to achieve your goals embedding this tendency of yours in the path.
With regards to informations. There is not one bit of informations out there which doesn't move the stock/bond/money markets.
Perhaps you are just a news&market type guy, who finds relevant bits of information and then retroactively tries to model how the markets will behave, you do this by analyzing how widespread is the knowledge of this particular bit of information and how are people reacting to it as they (like you) become knowledgeable.
There is no shame in betting on other people's reactions, matter of fact it's the best way to make money on a risk adjusted basis.
Creating Amazon or Google as a way to profit off the rise of the internet is a terrible bet on a risk-adjusted basis, what you'd want to do is create a portfolio of internet companies in 1995, then sell when things became frothy in 1997, resist the temptation to short the bubble for 3 years and then buy again once the bubble popped in 2001.