The Week That Matters (15th-19th Jan, 2024)

"Optimism is the faith that leads to achievement." Helen Keller

Recession - Waiting for Godot

Read any market commentary from 2009 by financial titans like Ray Dalio, Howard Marks and Stanley Druckenmiller, and you might understand why they underperformed for most of the 2010s. Like today, they couldn’t see what could go right. Due to their age or perhaps, because they were already rich, they could only see what coul…