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There is no metric or signal that will always work. It gets priced out in the long run. Good traders notice, react, and adapt while the remaining participants think the “special sauce” remains in play doubling down on the hope of the data instead of understanding the shift.
He's right
I don’t think I have ever heard Lily hold massive conviction about her data. She is pretty outspoken & transparent about the limitations and her process for improving it etc.
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