The Week That Matters (27th March-1st April)
"Nothing good happens if you are out at 4am, especially with a lady called Stormy." Anon
Markets
John Templeton was wrong. “This time it’s different” are not the most costly words in investing. Extrapolating what happened in the past to the present hurts alpha generation much more. Warren Buffet said it best. No two cycles are the same because people tend to react differently the second time around.
Haven’t we just seen a perfect example of t…
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