Confirmation, invalidation, and review rules

Write the invalidation rule before the position is under pressure.

Confirmation, invalidation, and review rules

| Concept | Explanation | |---|---| | Confirmation | New evidence strengthens the thesis. | | Invalidation | A condition demonstrates that the thesis is no longer supported. | | Review trigger | Date, event, price condition, or data release requiring reassessment. | | Thesis drift | Changing the rationale after original evidence fails. | | Exit condition | Rule for reducing or closing exposure. |

Key idea: An invalidation rule should be written before the position is under pressure.

Module knowledge check

  1. Why should a thesis specify a time horizon?
  2. What is the difference between an assumption and a fact?
  3. Why is independent confirmation stronger than several similar indicators?
  4. What prevents thesis drift?

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