Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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