It’s hard to find a winner, nobody can tell you what will happen in the future. But here are some principles I use to form my independent opinion rather than following others’ recommendations:
- Always pay more attention to contrarian views: This means that when stock market rallies, you spent most of time reading and analyzing sobering opinions; when stock market tanks, positive opinions.
- Form a macro long term view: Based on recent developments, come up with a list of sectors and industries that will benefit and will be harmed by current macro economic environment, and long or short the top players in these industries based on that opinion.
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