6/ Once a thesis is well known, it's probably too late to make big money off it. Go early or go home.
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alternately, pick time horizon to ride out Amara's Law...most bandwagonistas fall off along the way: pcmag.com/encyclopedia/t
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Works if investing your own money/time. Fails if fiduciary. Keynes trumps Amara.
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Mark-to market is good for discipline but bad for making the really big plays.
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