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.
Tag Archives | macroeconomics
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?
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
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.