Method

Why Did We Choose the Harder Way to Size This Market?

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We counted the market instead of extrapolating it, and everything that makes the report distinctive follows from that one choice.

When Do Counting and Extrapolation Converge or Diverge?

Extrapolation asks what last year would become if the trend held. Counting asks what is on the ground, right now, in front of you. In a stable market the two answers converge, and the cheaper method wins on efficiency. In a market that boomed, cracked and consolidated inside three years, the two answers pull sharply apart, and only one of them is real.

Why Should the Sizing Method Match the Stakes?

We chose the harder method because the decisions that rest on it are large. When someone is sizing an entry worth millions, an elegant guess is not good enough. They need a number they can stand on, and a clear account of how strong that footing is.

That is the discipline the report is built to deliver.

Quick answers
Why choose the harder way of counting a market instead of extrapolating it?

Because the decisions that rest on it are large. An elegant guess is not good enough when someone is sizing an entry worth millions.

When do counting and extrapolation produce the same answer?

In a stable market, the two answers converge and the cheaper method wins on efficiency. In a market that boomed, cracked, and consolidated inside three years, they pull sharply apart.

Why does method need to match the stakes of the decision?

Because a number someone can stand on, with a clear account of how strong that footing is, is what a large decision actually requires.

What is the discipline this report is built to deliver?

A number built from counting rather than extrapolating, matched to the size of the decisions that rest on it.

The narrative is free. The numbers are in the report.

This post gives you the argument. The full method, the figures, and the confidence ratings behind them are in the report. Read a free sample chapter, then decide.

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