"Markets have short attention spans. You just get the sense that investors are back to focusing on AI / tech / company news, and not macro. After all, the Russia-Ukraine war still rages four years later, but its impact was priced in long ago. It is simply no longer a factor on global markets. Complacency? Or discounting the most likely scenario and moving on?"
"I see low turnover as the desirable result of a well-run investment process, rather than an end-goal in and of itself."
"While no one enjoys being wrong, mistakes are an inescapable part of investing and forecasting."
"A central banker’s job is to take away the punch bowl just as the party gets going."
"I see low turnover as the desirable result of a well-run investment process, rather than an end-goal in and of itself."
"While no one enjoys being wrong, mistakes are an inescapable part of investing and forecasting."
"A central banker’s job is to take away the punch bowl just as the party gets going."