This is a Guest Post by AK of Fallible

AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible.

Make sure to watch the entire China’s Downfall series here: https://bit.ly/2Ig0JZz

A lot of people have been getting mad with these China’s Downfall videos. The reason why is because AK Fallible has posted so many videos about how bullish he is in JD.com. So they’re wondering how he can be bearish on China and bullish on JD.com at the same time. Because obviously China has a large effect on JD.com.

They’re saying AK Fallible doesn’t know what he’s talking about. That he’s just flip flopping. That he’s promoting both sides so he can be right either way. Well that’s not what he’s doing. That’s dumb.

What you gotta realize is that investing is all about timeframes. What timeframe you’re investing in is really important.

Timing is a critical aspect of the game we speculators play. It’s one thing to have the correct theory but if you’re out of alignment in your timing and application of that theory, then you’re no better off than if you were wrong. Jesse Livermore put it like this:

The way to make money is to make it. The way to make big money is to be right at
exactly the right time. In this business a man has to think of both theory and practice. A
speculator must not be merely a student, he must be both a student and a speculator.

Expectations need to match up with timeframes. In markets, there are cycles within cycles within cycles, and the correct action for any speculator depends on one’s temporal perspective.

To learn more, make sure you watch the video above!

And as always, stay Fallible out there investors!

Follow AK on Twitter: https://twitter.com/akfallible
And Instagram: https://www.instagram.com/fallible_money/

***All content, opinions, and commentary by Fallible is intended for general information and educational purposes only, NOT INVESTMENT ADVICE.

By No machine-readable author provided. Roger McLassus 1951 assumed (based on copyright claims). – No machine-readable source provided. Own work assumed (based on copyright claims)., CC BY-SA 3.0, Link