The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Earnings Watch aims to highlight some of the key names that are in heavy rotation on investors' radars.
This puppy can move:
The Law of Large Numbers, or in the Equity World – the market cap game
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Start-End = Gratitude + Integrity + Vision + Tenacity. Process > Outcome. Sizing > Idea.
This is the way
KVP