The Memo by Howard Marks

The Rewind: Uncertainty

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Dec 20, 2021
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INSIGHT

The Importance of Uncertainty

  • Acknowledging uncertainty in investing is crucial, as it's based on imprecise forecasts.
  • Most forecasts are extrapolations, which, while often correct, don't yield unique profits.
ADVICE

Judging Forecast Probability

  • Evaluate forecast probability alongside the forecast itself.
  • Treat forecasts with varying probabilities of correctness, not as equally valid.
INSIGHT

Confirmation Bias in Investing

  • Confirmation bias affects investment decisions by making us favor information supporting pre-existing beliefs.
  • We tend to overlook contradicting data, hindering objective analysis.
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