Lucy Macdonald

Investor, NED, global equity specialist, musician, slow sailor, pro diversity in the City, supporting creative arts, @_CheerUpLuv and red squirrels 🐿

[Kepler Trust Intelligence @trustintel]

Aberdeen Asia Focus: opportunities across Taiwan, Korea and the wider supply chain...

Capital at risk.

[Lucy Macdonald @lucymaclucy]

Busy morning 🐿️

[Lucy Macdonald @lucymaclucy]

@LondonMilan777 Sincerely hope I wasn’t opining on the Turkish lira..

[Lucy Macdonald @lucymaclucy]

Not a bad looking chart #skininthegame 🎯

[Lucy Macdonald @lucymaclucy]

@steve3sandal On it!

[Lucy Macdonald @lucymaclucy]

Well done @BBGMedia!

[Mishal Husain @MishalHusain]

My news .. heading to Bloomberg to host a multi-platform global interview show as part of the recently launched Weekend Edition. Much to look forward to in this new chapter of career and life :)

[Lucy Macdonald @lucymaclucy]

🇨🇳 🚀

[Lucy Macdonald @lucymaclucy]

Sloping shoulders response from ESG idol Kingspan

[Ian Guider @ianguider]

Statement from Kingspan in response to #Grenfell Tower inquiry report.

[Lucy Macdonald @lucymaclucy]

Find a way, say what you want to say

[Lucy Macdonald @lucymaclucy]

Sounds a reasonable strategy

https://t.co/7xykni21mM via @markets

[Lucy Macdonald @lucymaclucy]

My favourite Kahneman quote:

“Declarations of high confidence mainly tell you that an individual has constructed a coherent story in his mind, not necessarily that the story is true.”

#DanielKahneman #RIP

[MastersInvest.com @mastersinvest]

Fourteen of my favorite quotes which I've tried to internalize from Daniel Kahneman:

"Nothing is as important as we think it is while we are thinking about it."

“Declarations of high confidence mainly tell you that an individual has constructed a coherent story in his mind, not necessarily that the story is true.”

“If you choose to delude yourself by accepting extreme predictions, however, you will do well to remain aware of your self-indulgence."

“The idea that the future is unpredictable is undermined everyday by the ease with which the past is explained.”

“We’re blind to our blindness. We have very little idea of how little we know. We’re not designed to know how little we know.” 

“People who have information about an individual case rarely feel the need to know the statistics of the class to which the case belongs.”

“For some of our most important beliefs we have no evidence at all, except that people we love and trust hold these beliefs. Considering how little we know, the confidence we have in our beliefs is preposterous - and it is also essential.”

“The brains of humans and other animals contain a mechanism that is designed to give priority to bad news.”

“A person who has not made peace with his losses is likely to accept gambles that would be unacceptable to him otherwise.”

“People who face very bad options take desperate gambles, accepting a high probability of making things worse in exchange for a small hope of avoiding a large loss. Risk taking of this kind often turns manageable failures into disasters.”

“Organizations that take the word of overconfident experts can expect costly consequences … however, optimism is highly valued, socially and in the market; people and firms reward the providers of dangerously misleading information more than they reward truth tellers.”

“A general limitation of the human mind is its imperfect ability to reconstruct past states of knowledge, or beliefs that have changed. Once you adopt a new view of the world (or of any part of it), you immediately lose much of your ability to recall what you used to believe before your mind changed.”

“Loss aversion - When directly compared or weighted against each other, losses look larger than gains. This asymmetry between the power of positive and negative expectations or experiences has an evolutionary history. Organisms that treat threats as more urgent than opportunities have a better chance to survive and reproduce.”

"Neither the quantity nor the quality of the evidence counts for much in subjective confidence. The confidence that individuals have in their beliefs depends mostly on the quality of the story they can tell about what they see, even if they see little. We often fail to allow for the possibility that evidence that should be critical to our judgment is missing—what we see is all there is."

RIP Daniel Kahneman

[Lucy Macdonald @lucymaclucy]

The Science of Music 🎵 and the Art of Investing 🎯 (or vice versa) #spiceoflife https://t.co/dLJzM3IEBV

[Lucy Macdonald @lucymaclucy]

Happy #RedSquirrelAppreciationDay 🐿️ #RedSquirrels2024

[UK Squirrel Accord @SquirrelAccord]

Happy #RedSquirrelAppreciationDay - our Twitterstorm starts now 😃 post, like & share using unique hashtag #RedSquirrels2024.

Thanks to everyone that helps protect #redsquirrels in many ways & to all that raise awareness of the need for their #conservation. You are #amazing!

[Lucy Macdonald @lucymaclucy]

🦥

[Lucy Macdonald @lucymaclucy]

Warren Buffett and Charlie Munger on how to avoid mistakes in life and business https://t.co/nLgNJhskCn #RIPCharlieMunger

[Lucy Macdonald @lucymaclucy]

Go @_CheerUpLuv !

[Lucy Macdonald @lucymaclucy]

JPMorgan Global Emerging Markets Income: Delivers income AND returns https://t.co/0kOvnjcooo via @ThisIsMoney - can’t argue with the great @jeffprestridge

[Lucy Macdonald @lucymaclucy]

https://t.co/mcEWSkCh7I

[Lucy Macdonald @lucymaclucy]

It is a BIT different this time in EM

#EmergingMarkets #realrates

[Lucy Macdonald @lucymaclucy]

Morning meditation 🐿️