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September 13, 2026

Decision Note 012: You can be right about the market and still make the wrong decision. Correct forecasts don’t protect you from a bad decision. Have you ever gotten the market right and the decision wrong? I’ve seen it happen.

You can be right about the market and still make the wrong decision

Correct forecasts don’t protect you from a bad decision. Structure, timing, leverage and exit are decisions layered on top of a market view.

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