How to Make Good Investments
By Carlitos
Addressing a question on investment framework.
Making good investments comes down to three operational rules:
Liquidity > paper returns: always evaluate exit depth before sizing in. A $10k position in a major liquid asset beats a $1m paper gain in an illiquid micro cap
Follow structural tailwinds: allocate where sovereign state pressure and monetary debasement force capital to flow (Bitcoin, Gold, core equities).
Asymmetric patience: buy strong thesis driven assets during quiet structural consolidations, not when ct is frantically chasing 1 minute candles
