4min chapter

ACQ2 by Acquired cover image

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

ACQ2 by Acquired

CHAPTER

Is There a Tension in the Stock Market When Stocks Are Going Up?

i think psychological factors are the hardest to overcome for all investors, and i think for everyone making business decisions as well. When stocks are going up, you want to have humility. And when stocks are going down,you want to have confidence in your process. So it's watching is bad as things are, and going like this makes me optimistic. That's a really hard thing to get your brain to hold on to. I can't remember if we talked about john on the last episode about time horizon. But whether we did or didn't, i'll ask it here. How do you guys think about time horizon in the portfolio? And i guess maybe even a level up above that for

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