Osric Langevin·Apr 23Osric Langevin | What Makes a Market View ActionableOne of the most useful distinctions an investor can learn is the difference between a market view that is interesting and a market view…
Osric Langevin·Apr 17Osric Langevin | A Strong Process Reduces Weak DecisionsThere is a quiet misconception in investing that better outcomes are primarily the result of better predictions. I have never fully…
Osric Langevin·Mar 31Osric Langevin | What March Reinforced About Disciplined InvestingAt the end of any month, it is tempting to focus only on outcomes. Which assets moved, which narratives dominated, which moments captured…
Osric Langevin·Mar 26Osric Langevin | Trend Is Not News, It Is StructureIn every market cycle, one mistake repeats itself with remarkable consistency: investors confuse visibility with validity.
Osric Langevin·Mar 23Structural Logic and the Evolution of the European Capital MarketIn 1994, fresh from the University of Chicago, I began my career at Morgan Stanley. Over the next three decades, I have navigated numerous…
