@devaki.tripathy Thanks for sharing your “five mantras” for investment in the stock market. These should be the touchstone used before making any investment decision. While four or your five tenets are agreeable with my style of investing, I have my reservations with the first statement of “Never track macro”. I have experienced that inclusion of macro parameters along with their forecasts makes the system more robust. The crux is to get the macro forecast more accurate than what the market is predicting.
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