Wassim, I agree completely with the core message. One of the biggest lessons I've learned in over 30 years of business is that markets often tell the truth before the headlines do. The same is true in product development, investing, and even consumer behavior. If you watch where people are actually putting their money, time, and resources, you'll often see the future before everyone else does.
The part that resonated most with me was "watch the ships."
In my world, it's "watch the consumers."
Consumers will tell you what they want long before surveys, analysts, or industry experts figure it out. The signals are usually there. Most people just aren't paying attention.
I also found it interesting that despite the headlines driving oil lower, the underlying physical demand story remained strong. That distinction between narrative and reality is where opportunities are often found.
The best investors, entrepreneurs, and operators I've met don't react to noise. They follow the movement beneath the surface.
Eddy, 100% ! "Watch the consumers" is the exact same idea. The lesson you've shared holds across every industry. The signals are always there if they really pay attention... people just look at the headlines instead.
Money always knows before the headline.....
Always. The gap between when money moves and when the headline drops is where most people miss the trade...
Wassim, I agree completely with the core message. One of the biggest lessons I've learned in over 30 years of business is that markets often tell the truth before the headlines do. The same is true in product development, investing, and even consumer behavior. If you watch where people are actually putting their money, time, and resources, you'll often see the future before everyone else does.
The part that resonated most with me was "watch the ships."
In my world, it's "watch the consumers."
Consumers will tell you what they want long before surveys, analysts, or industry experts figure it out. The signals are usually there. Most people just aren't paying attention.
I also found it interesting that despite the headlines driving oil lower, the underlying physical demand story remained strong. That distinction between narrative and reality is where opportunities are often found.
The best investors, entrepreneurs, and operators I've met don't react to noise. They follow the movement beneath the surface.
The tankers already knew.
The question is whether we're paying attention.
Eddy, 100% ! "Watch the consumers" is the exact same idea. The lesson you've shared holds across every industry. The signals are always there if they really pay attention... people just look at the headlines instead.