Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
good blog, but eddy is assuming behavior derived from typical capital\economic mkt cycles. he could still be directionally correct, but with far greater number of exceptions due to fiscal policy weight. there exists some piecemeal research effort to capture this for fwd estimates.
Comments
good blog, but eddy is assuming behavior derived from typical capital\economic mkt cycles.
he could still be directionally correct, but with far greater number of exceptions due to fiscal policy weight.
there exists some piecemeal research effort to capture this for fwd estimates.
i may post this again elsewhere due to its greater relevance :
https://excessreturnspod.com/podcast/excess-returns/episode/blind-to-power-the-hidden-investing-risk-of-rising-strongmen-peter-atwater