20 Years in the Game: The Best Trade I Make Every Dec 24th

I'll keep this brief because you should probably be logging off.

I’m Budiman Liu. Former Blue Pool, ex-Goldman, now running my own book in Jakarta.

When I was a junior analyst, I thought working on Christmas Eve was a badge of honor. I thought checking the Bloomberg terminal at dinner proved I was "dedicated."

I was wrong. It proved I was inefficient.

The Logic of Rest: The data for 2025 is in. Gold crushed it (+55%). Tech had a wild ride. The JCI in Indonesia is consolidating. Staring at the screen today won't change your PnL, but it will degrade your mental capital for 2026.

In this industry, burnout kills more careers than bad trades. Longevity is the only metric that matters.

I am closing the laptop now. I advise you to do the same. Go touch grass, read a book, or talk to your family.

Merry Christmas, monkeys. See you in the new year.

1 Comments
 

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