Tag Archives | macroeconomics

s-curve

The S-curve beats the macro every time

Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.

build super system, Royal Commission; caution

2019 is time for investment caution

Dr John Hewson sees a strong potential for a US recession in 2020. Forecasting markets can be a graveyard, but global growth of the last decade has been paid for by borrowings and QE. When is payback time?

PX-ant-sweat-burden

Don’t sweat the big stuff

Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it’s better to focus on your investment edge.

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