Reflections on Risk, Conviction, and the Road to 2025
“Yesterday’s home runs don’t win today’s games.” – Babe Ruth
What are the big setups heading into 2025?
I always say, you never know where your biggest winners will come from and I believe that to be true. But holding on to big winners requires having a view. That view can be based on quantitative analysis, fundamentals, historical trends, or technical indicators
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The key is conviction in that view, paired with the…