Archive for October 18th, 2010

Prepare for Turn: Macro/Passive Out and Selective/Active In

Monday, October 18th, 2010
Prepare for Turn: Macro/Passive Out and Selective/Active In

Macro investing is losing its grip on investment returns as “global” twists and turns (and frights) diminish in importance. In its place is a growing realization that security selection is back – that there is good money to be made by correctly separating the winners from the pack. Therefore, expect macro investing to give... »

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