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TRADE CRAFTERS's avatar

What stands out here is the decision to stop forcing a system to do something it was never designed to handle.

That mistake shows up everywhere, especially in markets. People keep asking one framework to explain everything—valuation, momentum, macro—and when it starts breaking, the instinct is to optimize it further instead of stepping back and changing the structure entirely.

The shift usually comes when the cost of patching becomes higher than the cost of rethinking. That’s when you see real change—not incremental improvements, but a full reallocation of how things are processed.

And once that happens, the old system doesn’t gradually fade. It just stops being the place where the important decisions are made.

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