Late 2021 Speculation is Back
Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months. First, we have no ability to predict what already popular stocks will stay or get more popular. This includes tech stocks, AI stocks, wide-moat high-quality consistent growth stocks and up and coming future tech leaders. Momentum has been the single best of the factors in factor investing for 15 years! We are paid to be greedy where others are fearful and fearful when others are greedy. To say we’ve been fearful would be an understatement. […]