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Rahul's avatar

So. Damn. Relatable. I have made similar mistakes in a discretionary macro portfolio management role in recent past. Never journaled it consistently for the fear of having to acknowledge it out loud. But your writing is transparent and honest. Cheers to a better and profitable 2024!

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Lago Brian's avatar

Some real gems in here. Thanks man!

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Helmut Stonegaarden's avatar

I will take the advice of letting go of missing SOL last year!

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Geo Chen's avatar

I don't really talk about crypto alts in this blog because I try to stick to global macro. However in my crypto portfolio, SOL is my highest conviction bet. It's not too late to get in.

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Ollie The Golden Mole's avatar

Thanks for this detailed review. Few goes out of the way to find fault of oneself, yet it is critical to hold a mirror and reveal what's true. Well done

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munair's avatar

Excellent as usual.

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