Tagged "reflection"
4 articles on this topic.
Ten Years of Holding: What Actually Compounds
Not the returns, which are whatever the market did. The habits, the documentation and the calibration compound, and they are the part you control.
September 9, 2026, 2 minFour Years of Quarterly Notes: What the Record Shows
I have written a note every quarter since 2021. Read end to end, the pattern in my own errors is more consistent than I expected.
September 8, 2026, 3 minThe Cost of Being Early, and Why Nobody Talks About It
Being right too soon is financially indistinguishable from being wrong, for as long as it lasts. That period can last years.
August 26, 2026, 2 minWhat I Got Wrong in 2018, in My Own Words
I kept notes through the last long bear market. Reading them back is an education in how confident bad reasoning sounds at the time.
August 17, 2026, 3 min