We are living in interesting times almost like riding a magic carpet that’s navigating through peaks and valleys while at the same time having control of the reigns so we can drift outside the lanes if we see something that’s truly special, which is what our team specializes in.
Looking at all the buzz in the news lately around tariffs and the shock/horror in the markets along with subsequent backpeddling (e.g. announcing 90-day pause) there’s a strategy behind everything in life and it’s all about winning in the end.
Does that always happen? No, but you can look at the data, interpret it, make changes, run new experiments and continue to strive for excellence every day by making the most educated calculated decisions.
Secondly, going back to running experiments and doing so using the classic scientific method, it becomes clear that certain extremes whether it’s a huge spike in value or historical low will inherently bounce back after outside factors stabilize, including conversations on social media.
Lastly, whether looking at anomalies like tariffs that came out of nowhere or the GameStop short squeeze which exhibits similar characteristics – both are lessons for investors around what’s happened in the past along with what’s on the horizon: Don’t ignore social media.
We’re continuing our research in this area and excited to be guiding top hedge funds, family offices and other financial institutions on what’s next.