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Fear sells stories. Conviction builds portfolios

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💭 December 26, 2025 — and still no crash.
For twelve straight months, the “doom trade” dominated headlines. Every rally was called the last gasp. Every dip was the beginning of the end. And yet—markets just keep climbing to fresh record highs.
🎯 Maybe it’s time we asked:
• Are these “experts” analysing markets—or auditioning for headlines?
• When did bearishness become a fashion statement?
• And how do clients keep overlooking such consistent inaccuracy?
Talk is cheap. Alpha is not.
📈 In 2025, fear sold stories. But conviction built portfolios.

#MarketReality #InvestmentStrategy #FinancialMarkets #MacroMindset #InvestorDiscipline #BehavioralFinance #ContrarianThinking #AssetManagement #InstitutionalInvesting

Naughty enough to break the rules. Nice enough to fix the world.

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🎄 Naughty enough to break the rules. Nice enough to fix the world.
In 2025, we learned that staying on the “Nice” list means delivering on promises, building trust, and showing up. But it was the “Naughty” moments—the calculated risks, the disrupted norms, and the refusal to settle for status quo—that actually moved the needle.
As we close out the year, here’s to the perfect balance: Unrelenting kindness in our connections, and absolute rebellion in our ambitions.
Merry Christmas to the change-makers.