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Paul Wallace's avatar

Great post Steven. That was a line I heard from Peter Brandt many years ago, “strong opinions, weakly held” that always stuck with me. As part of my pre-trade pre-mortem I like to think about what do I need to see to know I’m wrong in this idea; and how quickly can I found out this idea is wrong so I can cut it, and move on. It has helped me enormously.

Steven Goldstein's avatar

Really glad this one resonated — Peter is someone I have enormous respect for.

Your pre-trade pre-mortem framing is brilliant .

Thanks for sharing this, and hope you are keeping well!

CFO TAX MANAGEMENT SERVICES's avatar

Value Based Inputs,helped to encash opportunities cum options to move forward.

steve robinson's avatar

This post acts like a mirror and if you see yourself in it ,you have reached a stage of enlightenment

Steven Goldstein's avatar

And the painful irony is — the first time most of us see ourselves in it is after the trade, not during.

Shane Dorman's avatar

Steven, “this is the trade that’s going to make my year” — that line got me. That’s the exact second outcome turns into identity. I dabble in mapping Enneagram types to trading psychology, and that drift into confluence starting from a winning streak (not fear) is such a Type 3 move — result gets fused to self-worth, then “I’m not wrong, the market’s wrong” isn’t really defiance, it’s failure-avoidance in disguise. Love how honestly you unpacked it.