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Narrative Shackles - Credistick

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Venture capitalists have a bad habit of overanalyzing the status quo and plotting their strategy around “new normals”. This is self-defeating behaviour, for a number of reasons: Here’s a simple truth which may spare investors some time and anxiety: Temporal market perspectives are worthless. They are either well-intentioned but misdirected or they are being used […]

Narrative Shackles - Credistick Skip to content April 21, 2026 Narrative Shackles Venture capitalists have a bad habit of overanalyzing the status quo and plotting their strategy around “new normals”. This is self-defeating behaviour, for a number of reasons: VCs routinely invest on horizons of a decade or more, while the future is mercurial. Markets are cyclical. If a particular dynamic is biting hard today, that may signal change. Simple, coherent narratives are compelling, but that does not mean they are accurate. Here’s a simple truth which may spare investors some time a

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