I keep a quarterly big-picture investment journal to catalog my current thinking on the markets. It’s kind of a quarterly investment letter to myself. In reflecting on how and why I completely missed on markets YTD I recently went back and read them. Here are some of the things I wrote...
How Did I Miss This?
How Did I Miss This?
How Did I Miss This?
I keep a quarterly big-picture investment journal to catalog my current thinking on the markets. It’s kind of a quarterly investment letter to myself. In reflecting on how and why I completely missed on markets YTD I recently went back and read them. Here are some of the things I wrote...