Results for CY2023
We closed CY2023 on a good note. The results, like every year in the past, were better than the index. Quiver, our smallcase strategy, managed to perform the best. Again, that has been the norm in the last couple of years since we launched Quiver.
Note: The performance is taken from smallcase, a third-party independent system. Please note that past performance is NOT an indicator of future performance and it is best to assume that good performance is not likely to be repeated consistently.
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1.
Choose who you follow carefully
What ends up happening is that when you choose who to follow on Twitter or Instagram, you're choosing your future thoughts. You're choosing what that information stream is, so you're already locking yourself into certain types of thoughts. Now, you don't know exactly what those people will share, but you have an idea of what their themes are and how they view the world. If you can do a good job of selecting the right people to follow, you essentially automate good thoughts coming into your mind every time you're scrolling through.
2.
If the facts are at odds with the theory, the theory is wrong
Vincent van Gogh is considered one of the greatest painters of all time and yet sold only one painting during his life.
No one, even the connoisseurs and ‘experts’ of his era, ascribed much value to his work because they weren't conditioned by the societal belief systems of that time to be able to ‘see’ its value.
Today, the painting would probably sell for over $100 million.
My point is simple: it's easy for we citizens of 2023 to laugh at or judge things of earlier eras by today’s prevailing beliefs and standards.
We are also forcefully reminded that people a few hundred years from now may look at many of our beliefs and customs and laugh out loud at how wrong or ‘primitive’ they were (are).
To truly remove yourself from the dominant thinking of your era requires you to constantly and ruthlessly challenge all of your beliefs.
This is EXTREMELY hard to do consistently.
It requires constant uncertainty and the willingness to always be open-minded to ideas. Simultaneously, it requires you to remain predisposed to data and let a model's consistency be your guide.
As Jed McKenna said, "If the facts are at odds with the theory, the theory is wrong.”
Thought of the Week
“Become more humble as the market goes your way.”
~Bernard Baruch
Video of the Week
Intelsense Insights
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