The Week That Matters (27th June-1st July, 2023)

"We must always consider that we shall be as a city upon a hill—the eyes of all people are upon us.’ John Winthrop

Robert Arnott: In investing, what is comfortable is rarely profitable

Savita Subramanian, the head of US Equity and Quantitative Strategy of Bank of America, has the charisma and the smarts to lead any equity division on the street. Her reports are full of great data, and she always has great sectoral insights. The trouble with Savita is she is not the b…