Outperformance erodes opportunity cost, and if you outperform enough, eliminates it completely. The Veteran takes a look at the potential in Copper Miner Antofagasta...
'A catalyst is an agent for change, an element that creates a chemical reaction...'
In the latest of our 'How I Look For Ideas' series, we will look at the use of models and systems and how they can help traders spot trades and assess the markets. Part two can be found here...
The second instalment of The Veteran's series on idea generation. Part one can be found here... How I Look For Ideas - The VeteranIt’s not easy to distil thirty years of experience, trial, error and learning into
It’s not easy to distil thirty years of experience, trial, error and learning into a concise answer, but let’s give it a try...
This one is from The Veteran. His 3 decades in markets might just provide a bit of a broader perspective on things... Or are we in a totally different regime where valuations don't matter? I'll leave that for
Last week we talked about the concept of value as an investment style or factor and some of its attributes. We saw how value had dramatically underperformed growth, over not only in 2020 but for many years before
