- A new year is almost upon us. Before diving in to some of my predictions for 2022, I wanted to look back at some of the decisions I made this year that didn't pan out.
- While highlighting what we did right always feels good, learning from mistakes is what makes us better investors, and that is what I hope to do here.
- Some themes, such as the pandemic, sluggish travel demand, and rising energy prices are all going to stay with us for the time being.
- Other plays I made, such as betting on online sports/casino wagering growth, did not deliver any alpha.
For further details see:
A Year In Review: Looking At Some Mistakes I Made In 2021