Reusable Decision Rules
Investing Principles
Market concepts translated into durable rules for ordinary investors: when to act, when to wait, and what would prove a thesis wrong.
Data through the September 4, 2026 regular-session close
Current Principle
Wait is a position
When price, breadth, and rates do not agree, doing nothing is not the same as missing out. It preserves the ability to act when the evidence improves.
Decision rule
Define confirmation first; then decide whether to add risk.
Market Glance Decision Framework
Six Rules Designed for Repeated Use
Confirmation has a cost
A great company can still be a bad investment at the wrong price
Positioning matters more than prediction
The reaction to a catalyst may matter more than the catalyst itself
Five correlated stocks can still represent one concentrated bet
Continue into the full Investor Guide
Existing explanations of market concepts, investing methods, investor behavior, and risk management remain available as the deep-learning layer behind these rules.
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