What my biggest investment mistake teaches us about the software sell-off
When shares you own sink, assume that you’re wrong, rather than looking for reasons why you’re right
When shares you own sink, assume that you’re wrong, rather than looking for reasons why you’re right

But it relies on a host of rosy assumptions going in investors’ favour

Markets have shrugged off everything from geopolitics to financial crises

Instant ability to trade tempts many to make bad decisions

The three lessons I learned as a professional money manager

In the long run bubbles always deflate, often when least expected

The sector remains untested in a severe or prolonged economic downturn