Method

Top-down is the method professional managers have been using for decades. This is my four-stage version

  1. 01

    Macro

    How does the world affect you?

    Understand how its changes affect your life and your portfolio. How liquidity, inflation, oil or debt push things your way, or against you.

    You come out knowing where we are and where we're headed, so the wind is always at your back.

  2. 02

    Analysis

    What deserves your money, and when?

    Here you choose the best companies in each sector, exceptional businesses with a moat, pricing power and solid cash flow, so your money only buys the highest quality.

    And once the what is settled, the chart decides the when. Trend, levels and confirmation, so you buy at the best price.

  3. 03

    Portfolio

    The final result

    This is where all your work lands. Your portfolio only holds what has passed every filter before it, the best companies and assets in the world, bought at a good price, with the wind at your back and truly understood.

  4. 04

    Mindset and discipline

    Hold the position

    The layer that governs all the others. The best analysis is worth nothing if you then get swept up by fear, FOMO or panic. Rules written with a cool head so you never decide in the heat of the moment. So when the market shakes, you don't improvise, you execute.

I don't react, I decide

Five rules that guide every decision I make, and they apply just the same with a hundred dollars as with a million

  1. Radical humility

  2. The only real risk is permanent loss

  3. Asymmetry over being right

  4. Extreme patience, then decisive action

  5. Control the process, not the outcome

The Decision

Independent research, real decisions and next steps to help you build wealth that keeps growing even as the world changes

This is how I work

  • I publish all my work
    in a completely independent way
  • I leave the whole process
    in plain sight, wins and losses
  • I risk real money, my
    money where my words are

J.C. Rodriguez

Discover The Decision

Quick answers

What is the top-down method?
It's the method the great investors have been using for decades. First you analyse the world (cycles, liquidity, debt) to select the best sectors with the wind at their back. Then you research the best assets within each sector, and governing it all, mindset. Professional managers have been using it for decades, buried behind hundreds of pages. Here it's translated into a four-stage map you can use without being an expert.
Does it work for me if I'm just starting out?
It's an advanced method and it does take some knowledge, but you can start from zero. You don't need to understand it all to get going, the essential thing is to start with mindset, and that alone already saves you the most expensive mistakes. From there you have a whole ecosystem to learn at your own pace, and every week you can watch it applied live.
Are you going to tell me what to buy?
No. Not here, and not in The Decision. Signals create dependence on whoever gives them, and whoever gives them isn't the one risking your money. This aims for the opposite, that you understand the reasoning behind every decision and make it yourself, with your own judgment.
Where does this method come from?
Ray Dalio's debt cycles, George Soros's reflexivity, Howard Marks's second-level thinking, Charlie Munger's inversion, John Murphy's intermarket analysis. My work wasn't inventing it all from scratch, it was integrating all those great lessons into a single method, adapted with what I know about today's world, and improving it by applying it with my own money.

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