None of us have a real understanding of where we are heading. I don’t. I have senses about it. But decisions don’t wait, investment decisions or personal decisions and prioritization don’t wait, for that picture to be clarified. You have to make them when you have to make them. So you take your shots and clean up the bad ones later.
I think it is very important for you to do two things: act on your temporary conviction as if it was a real conviction; and when you realize that you are wrong, correct course very quickly.
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