"Disciplined Systematic Global Macro Views" focuses on current economic and finance issues, changes in market structure and the hedge fund industry as well as how to be a better decision-maker in the global macro investment space.
Tuesday, March 25, 2014
Look at losses in the eye
If you do not review your investment mistakes or losses, can you behave as if they do not exist?
It is painful, but doing performance attribution is very helpful. This review is the type of attribution where we ask, especially when something goes wrong, "How did we make that decision?"
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