When evaluating market forecasts and predictions, a useful default assumption is to identify what tension or problem the forecaster is building up and what brilliant solution they will then present to resolve it.

normativepending

Speaker

Justin Carbono

Evidence Quote

everybody who's presenting it to you a wonderful default assumption is just asking how are they building the tension that their next going to resolve with their brilliant idea

Source

Practical Lessons from Ben CarlsonExcess Returns
Created: 8/11/2026, 7:52:29 AM

My Notes

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