This is part three of a series where I’m laying out, step by step, why I believe this market is setting up for a major cyclical shift—and why the opportunity in front of us right now is being completely mispriced.
Excellent! Appreciate all the effort on this Stefan! Encouraging to see your positive view on the next 12 to 18 months.
Now think like Charlie munger. Invert it. How much further down side could happen?
The whole point is that it’s an asymmetric setup meaning one side heavily outweighs the other
Excellent! Appreciate all the effort on this Stefan! Encouraging to see your positive view on the next 12 to 18 months.
Now think like Charlie munger. Invert it. How much further down side could happen?
The whole point is that it’s an asymmetric setup meaning one side heavily outweighs the other