If you are still determining if the juice is worth the squeeze, let me highlight five keys from this article that stand out amongst all the readings I do.
- Relevance
- Perfectly Distilled Experience
- Facts Grounded in Wisdom
- Fair
- Strong Argument for Fundamental Strategic Asset Allocation
Why macroeconomic predictions can be misleading
The article is in the link above.
Do you still need convincing let me elaborate.
- Relevance
- The news can sometimes feel reactive and erratic, making the information difficult to discern the level of relevance.
- This article addresses the reactive and erratic information coming at you like a fire hose and accurately reduces a difficult accomplishment.
- Perfectly Distilled Experience
- This portfolio manager writes in a voice that is simple and profound. Andrew's writing is a rare trait among portfolio managers who often speak and write in accounting or legal terminology that can be difficult to interpret.
- Not too hot, not too cold, just right.
- Facts Grounded in Wisdom
- Mr. Webster wrote his first dictionary in 1828, identifying wisdom as the proper use or exercise of knowledge. He said that wisdom is gained by experience and is of inestimable value.
- Many of us can identify the abuse of facts in our area of expertise, and it can be challenging to untangle the truth from misapplication.
- Fair
- The author makes a clear case.
- It is as perfectly balanced as one can ask. Andrew does not ask you to ignore the information. He asks you to adjust the weighting we give to the day's headlines.
- Strong Argument for Fundamental Strategic Asset Allocation
- Fundamental valuations involve adroitly evaluating a company's value as accurately as possible.
- Strategic Asset Allocation is one of the ways we invest. This method requires discipline and encourages investors not to make emotional decisions with their assets.
- The argument is strong because it follows the natural Laws of Logic. It follows the Law of Identity, Coherence, and Non-Contradiction.
- See if you can spot the application of the Laws of Logic by looking at the three questions the author asks within the article.
I am sure you see my passion for high-quality work that goes well above and beyond the call of duty.
Allow Simon & I to do the same for you by connecting with us and asking questions about your portfolio. Or, if you want to talk to me, Austin, about this article, I would be thrilled to discuss it.
If you made it this far, please take one step further and forward this email or share the link with one friend right now that may not be benefiting from our hard work so that we can share the fruit of this labor to bless someone else today.