Quoth the Raven
· QTR’s Fringe Finance
· 04 июля 2026, 15:07
· ⏱ 8 мин чтения
| Читать в Substack ↗
Резюме
The author argues that independent thinking and skepticism are essential to navigate investing and life, because manufactured narratives and consensus often diverge from reality. For markets, this means that blindly following prevailing narratives can be dangerous, but the article offers no specific actionable insights or trade ideas.
•The author emphasizes that consensus deserves scrutiny, especially when agreement is too enthusiastic, citing historical examples like the American Revolution, abolition, suffrage, and civil rights as once-fringe ideas that became mainstream.
•The author writes to poke holes in manufactured narratives, whether about trillion-dollar valuations or monetary policy, and believes markets reward independent thinking over long periods.
•The author disclaims that he is an idiot who often gets things wrong and loses money, and as of May 2026 he no longer actively trades, only contributing to sector ETFs and equities via recurring contributions.
•The article includes a lengthy legal disclaimer stating that nothing in the post is a recommendation to buy or sell securities and that the author may hold positions opposite to what is implied.
•The author asserts that attention is the most valuable currency and appreciates readers for spending time on his blog, but provides no specific market calls or company analysis.