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My Favorite Trade of 2021
This is a bit amusing for me to write. My best trade of the past year was investing in myself. I stopped actively managing my own assets back in 2019 upon the realization that:

  1. I was too bearish on long term macro trends to be able to go long the risky, high upside assets that have done well
  2. I was never going to beat someone who trades without emotion and whose financial skillset beats mine any day of the week

I felt like 2020 was all about keeping afloat in my personal and professional life as Covid was causing the entire order of my world as I knew it upside down. I did some one-off consulting gigs for ESG (things like reviewing plans and doing GHG emissions for large corporations) on the side.

2021 was when I decided to step out of the shadows and just... write. My unique experience has become more valuable in the past few years. I've done research for hedge funds and advisory services in the past. Starting to write publicly allowed me to stay sane and I've met some amazing people.

My substack has a few thousand subs now, but even early on it allowed me to connect with all sorts of people. I have made more new valuable contacts in the past year than I had in the 10 years previous. I'm nearly 100% certain I'll be able to go out on my own and work for myself in the next year or two, simply because I wrote about things I knew and things I was interested in.

I know this is a trading-based platform but I broker in information, let the TA gurus and Investment Bankers and Quants worry about asset prices.

Here's to an even better 2022!

ESG Hound's avatar
$11.7MFollowers
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