The Week That Matters (8-12 July, 2024)
"Selling your winners and holding your losers is like cutting the flowers and watering the weeds" Peter Lynch
Small Cap Rally: Yawn!
John Templeton was wrong. “This time is different” aren’t the four most dangerous words when investing your capital. The author, instead, has argued that using outdated models to pick investments has destroyed more alpha over the last 10-12 years!
The truth is most people in the investment world are not critical thinkers. It’s a clu…
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