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Contrarianism

Think you're seeing something others aren't?

Morgan Housel offers some contrary thinking about that subject that is interesting to consider:

When Everyone Wants to Be Different

"Real contrarianism doesn't happen when you buy a stock that fell 10%. It happens when your clients threaten to sue you for negligence, your friends stop calling, and your wife wishes you'd find a new career."

But he also says there is a silver lining:

"A market that generally agrees with you can still offer a nice long-term return, especially if your edge is found in being more patient than the crowd, rather than trying to outsmart it."

How good is your investment club at being patient?

Laurie Frederiksen
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