My day is a panoply of information. From sign-on to sign-off, it is all about gathering and processing the latest information.
It is one thing to gather and process information, but at some point, you need a view, a conviction. And rather than seek additional information to either affirm or deny that view, you need to take a step back and process the current zeitgeist, as translated by the markets, in the context of that view.
It is the ability to stand above the fray and discern the general forces at play that I most admire.
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