I’m not very good at that kind of decisive “hard cut for good” approach. Especially after watching the market for a long time, I always end up thinking, “Wait a little longer—what if it rebounds…” In the end, it’s often like dragging out a breakup without making things clear; the longer it goes on, the worse it feels. And I pay for it with time and attention too—like paying not just the principal, but the interest as well.

Lately, everyone’s been talking about expectations for interest rate cuts, how the US dollar index and risk assets have been swinging together. Put simply, when macro shifts, the market can grab your emotions and slap them around a couple of times.

Anyway, I’ve set rules for myself now: before entering, write down “If I’m wrong, where do I exit?” Then when the time comes, you leave—don’t spin stories to yourself. Live first. I’ll come back next time.