I'm Such an Idiot, Isn't It?

For years i was a mean reversionist macro misery guts. It took me literally years of my career before the penny dropped an ii. A lot of people kind of vivioed me with m to their foreheads, saying, i'm such an idiot. And that's not about market timing. We're not talking about, you know, were they bullish at the top and verson? No, it's the structural framework of misunderstanding what the people from silican valley, who we thought were younw over inflated egoists who were lucky, no, they were right.