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Awkward Conversations
"Who's driving???"
New Realities--Part 2
The value of just about anything marketable is usually a combination of objective as well as subjective considerations.
New Realities--Part 1
"...even with a preference for “intrinsic” value, the prudent investor cannot ignore certain technical metrics, such as momentum."
2020...
Think of something you are truly good at. One of the reasons you are good at it is because your knowledge and experience enables you to override your emotions to make decisions.
"THIS time..."
"I bet you didn't anticipate THIS!" I heard this from a few clients when Covid-19's ramifications hit early in 2020, but it wasn't the first time in my career I have heard that comment. I heard it after the tech bubble correction, again after "9-11", and after just about every presidential elections, to list a few of the times I have heard "I bet you didn't anticipate this", often followed by "This time it's different."
