What have you learned so far from the last 2-3 years?

Aggregate Demand Supply Equilibrium

rich_toad

Valuation matters
Greed and fear will always come and go
SPAC is this cycle's CDO-squared
Don't fight the Fed, yes, and the Fed is also dead wrong
Fun is over

Resources for You

Tommy1303

Macro trumped micro in the past 2-3 years. There are so many examples I can think of where the underlying bull thesis got hammered by the changing macro conditions.

We are in a new era of higher inflation and interest rate volatility regime. I'm still very early and young in my career but it's been a great learning experience watching from the sidelines.

Authored by: Certified Asset Management Professional - Investment AnalystCertified Asset Management Pro

Investment Analyst in HF - EquityHedge

Authored by: Certified Hedge Fund Professional - Investment AnalystCertified Hedge Fund Pro

PM in HF - RelVal

This is literally all VC/privates

Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

Investment Analyst in HF - EquityHedge

Authored by: Certified Hedge Fund Professional - Investment AnalystCertified Hedge Fund Pro

Research Associate in HF - Event

Tiger, coatue and the band of tech crossover investors pretty much doing the same thing

Swing Trading Strategies

Anchor

Factors are real

Focus on catalysts

Think in themes

Never underestimate herd mentality

Mainstream news is alpha -ve now

I learned about gamma squeezes

Authored by: Certified Hedge Fund Professional - Research AnalystCertified Hedge Fund Pro

musitall

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