How to Survive a Market That Loves Digital Rocks More Than Revenue

It's summer, and you’ve earned your vacation. You work hard. You show up. You take the hits. You deserve the break. And now, you stretch out on a quiet beach, sun warming your skin, mind drifting in the space between one wave and the next. But soon your gaze shifts. A bigger boat. A brighter house. A sleeker car. Comparison arrives without warning. The Buddhists say it steals joy. Markets prove that over the long run, it steals capital too.

Envy pushes investors into risks they never meant to take. It whispers that the crowd is safety. That the rally is forever. That missing out is the real danger. But that’s when mistakes compound and that’s when positioning drifts. This is my caution to myself, and my caution to you. If you ignore these lessons, your future returns will pay for it.

Read on for some thoughts on markets, lessons you need to learn, and some trends that I think have legs.