In the pattern discovery phase, I rapidly iterate through working theories. They guide thoughtful exploration. With enough feedback, I build conviction. At that point, I call it a thesis. A thesis enables me to be scalably thoughtful. Once I develop a thesis I can apply all of that thought...
The eagle is flying high as the US Dollar soars. The 10-year yield is climbing and the rally in tech-related instruments is falling from their summer perches at the expense of tech-related instruments. Crypto is breaking its recent uptrend as well. Could be RISK OFF waters for now as the...