Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe.
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A Tale of Two Markets
A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.
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Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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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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