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THIS TIME IS DIFFERENT

When the market does not react the way you expect

It is important to pay more attention to how the market is acting, rather than how you think it should be acting

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The long list of reasons to be cautious likely means that many investors who say they're bullish EM equities are probably sitting on a pile of cash, or still overweight US equities instead.

"DO as I say, not as I do" was attributed to preachers, but would work just as well for the investment advisory business.

Last month we discussed comparing one's investment outlook with the consensus, but this consensus must be based on what investors are doing, not what they are saying....

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