"In financial markets, fear is more contagious than optimism. Reacting more strongly to bad news than to good news is human nature.”
"Gold gives you inflationary returns over the long term, but with higher than equity market volatility. This profile results in it not justifying a strategic holding.”
"To buy or not to buy? That’s the burning question that every contrarian investor faces whenever a company, sector, or even an entire country’s stock market suddenly falls out of favour. For those who are willing to lean into the pessimism and act with conviction, the rewards can be substantial. But the crowd isn’t always wrong, and the downside can also be significant.”
"It's very hard to imagine a cycle turning when you're in the middle of a trend.”
"Gold gives you inflationary returns over the long term, but with higher than equity market volatility. This profile results in it not justifying a strategic holding.”
"To buy or not to buy? That’s the burning question that every contrarian investor faces whenever a company, sector, or even an entire country’s stock market suddenly falls out of favour. For those who are willing to lean into the pessimism and act with conviction, the rewards can be substantial. But the crowd isn’t always wrong, and the downside can also be significant.”
"It's very hard to imagine a cycle turning when you're in the middle of a trend.”