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#2 - Practice 1: Use Systems Thinking Like Brent Johnson

Taylor Made Macro

CHAPTER

Evolution to Systematic Investing

The chapter explores the journey of transitioning from emotional investing to a systematic, objective approach in the financial market, leading to the creation of the 'dollar milkshake theory'. It emphasizes the importance of removing biases, learning from mentors, and incorporating systems thinking into financial analysis for improved decision-making. The discussion covers the impact of liquidity, foreign capital flows on market dynamics, predictions based on systems thinking, and the implications of dollar strength and weakness on various sectors.

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