You can go a long way with just basic trend-following principles. No need for prediction, macro analysis, or narrative weaving; you simply assume strength continues, and ride the inertia. It’s a low-assumption, high-payoff approach. The dumbest version of trend-following often outperforms the smartest attempts at timing. You just assume what’s pumping keeps pumping, until it doesn’t, and size accordingly. You don’t buy the bottom, you don’t sell the top but you capture the meat of the move. It won’t earn you social brownie points, but it’s effective.