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Wednesday, May 20, 2015

Stanley Druckenmiller: Making Huge Killings in the Markets

INSIGHTS INTO THE MINDSET OF SUPER TRADERS – Part 5

“I had done alright at school and was regarded in my earlier profession as a clever and steady worker, but nothing of this was of any use in trading.” – Tomorton (Source: Trade2win.com)

Name: Stanley Druckenmiller
Country: USA
Date of birth: June 14, 1953
Profession: Super trader and philanthropist

Career
A son of a chemical engineer, Stanley Druckenmiller was born in Pittsburgh, Pennsylvania, USA, into a middle class family. He got his BA in English and Economics at Bowdoin College (1975). He started a PhD program in Economics at the University of Michigan, but he didn’t finish the program because he was offered a job at Pittsburgh National Bank.  He started his own company - Duquesne Capital Management – in 1981.

He also had some working experience in various capacities, including working for George Soros. He stopped working for Soros in the year 2000. He’s featured in Jack Schwager’s book titled: “The New Market Wizards.”

In August 2010, he retired from trading public money when he closed his hedge fund:  Duquesne Capital Management. He said that the constant effort to generated decent profits for his investors was taking toll on his emotional health. He did so because he felt he wasn’t making enough profits for his investors, for he thought that it was difficult to make profits when handling huge sums of money. Prior to this time, his fund was generating yearly profits of about 30% for 30 consecutive years, although there was a recent year in which a loss of only 5% was generated. Needless to say, the loss was recovered. By the time he closed his hedge fund, that fund was worth over $12 billion.

Undoubtedly, Stanley is one of the best funds managers that have ever lived on this planet. He got a salary of $260 million in the year 2008. At the time of writing this piece, Stanley was worth over $3 billion. He’s a philanthropist who assists the causes he believes in.


Insights:
  1. Money shouldn’t be your number one goal. Your number one goal should be trading mastery, though money is simply one of the rewards that will follow. Don’t see trading as a means to get rich quickly, but a means to improve a rare skill, a skill that will make you stand out of millions of people who simply sit down doing nothing, blaming others for their predicament. Speculation is one of the remaining doors to succeed in the present world of unequal opportunities and dismal economic situations. It’s one of the rare opportunities that allow you to start with almost nothing and end up being rich in the end. But remember that money isn’t everything. Even if you spend all your life chasing money, you can’t be the richest person in the world, and you’ll eventually discover that there are other things in life that are more important than money. So you need a balanced view of trading. There are other ways to attain happiness apart from one’s net worth. Having money without these essential qualities in life will make you a miserable millionaire/billionaire.

  1. Sure, it’s possible to attain success in the markets. Stanley’s compound returns of 30% per annum for 30 years are an evidence of this fact. Wise people agree with this fact and see the hypothesis of efficient market as rubbish. We aren’t saying that success is easy, but we say that it’s possible despite the fact that it’s hard to achieve and sustain. Traders who believe in efficient market are indeed failures and losing traders who’ve given up. They simply use efficient market theory to justify their permanent failure. Yale professor Robert J. Shiller concluded that, the efficient market hypothesis is one of the most remarkable errors in the history of economic thought. Really, many known and unknown traders have been making consistent profits for decades. Success needs conscientiousness and diligence. Nothing good comes easily. For you to become a successful trader, you need to work hard. Stanley Druckenmiller admitted that he worked hard, for the markets took much of his time, resources and energy. You just need to continue to work hard at doing the right thing so that you can stay on top of the game.

  1. Success in life requires serious effort and doggedness. You can’t be a successful market speculator if you hate trading. The love you have for the market will surely give you an advantage over those who hate the market. After much hard work, you’ll find trading easier, more rewarding, fulfilling, exciting and life transforming.

  1. Stanley likes to use a top-down approach when speculating, doing so conscientiously. Don’t trade or continue trading when you’re feeling bad. Good mood has a big role to play in your success. Stanley stopped managing other people’s money when he felt he could no longer deliver. That doesn’t mean he stopped trading, for he’s still managing his own money privately.

  1. It’s a good thing for you to know how to change your mind when a position isn’t going as envisaged. Cut your loss. You may be correct about your prediction and still lose money. You see, doing the right thing doesn’t always make you look smart; until in the long run.

  1. When you know there’s no reason not to enter a trade (all your entry criteria have been met), trade with confidence. When you’re right in your prediction, try to maximize your gain from the opportunity.

  1. Position sizing is important in trading. This is the biggest determinant of the magnitude of your profits and losses, plus whether your objectives will be met.

Conclusion: We stay on in the game of speculation because we love it – just as some professionals in other fields of human endeavors. Those who love their calling don’t retire until some circumstances beyond their control force them to do so. 

This piece is concluded with a quote from Stanley:

“The way to build long-term returns is through preservation of capital and home runs.”



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