I think that in the era of information overload, one of the biggest strengths we can build is the ability to follow our own compasses.
Because if you look for validation to support what you think is to come, you'll find it. And if you look for the exact opposite, you'll find it also.
So in life, business, investing, it just comes down to doing the best you can, trusting your judgment, being able to live with the consequences of your choices, and then being able to react accordingly when things don't work out as you'd like them to.