Data obsessed
I think there are two ways to do well in the markets and in life.
a)to have one idea, one thesis that works and stick to it (buy good at ok price, big get bigger, buy low beta and leverage, momentum etc....)
b)Be data driven just look at the data and never of opinions or 3rd party analyses if the data points invert ......
the first way of doing business is much more difficult because you can have the wrong idea that really does not work
exemples
speak with managements
pay attention to TV
look at newspapers
gossip
pay attention to people that live from a salary
i am on the path to be data driven. but what data should i pay attention? only granular data. Thousands of data points.
in this pic i am near a TV but the only thing i look on TV is price action.
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