Once you research an idea, you begin to develop a perspective. Writing about anything in public, often in real time, has helped fashion my views.
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Once you research an idea, you begin to develop a perspective. Writing about anything in public, often in real time, has helped fashion my views.
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When it comes to investing, there is no such thing as a one-size-fits-all portfolio.
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The good news is that economists are intelligent, engaging and often charming folks. The bad news is their work is often of little use to investors.
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The electronics industry expanded rapidly and the seeds for the semiconductor and software revolution were planted. The postwar period also saw the suburbanization of America, the rise of the homeowner, the build-out of the interstate highway system, and the rise of automobile culture. Credit availability expanded dramatically.
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History is replete with examples of tech firms that were marginalized by new companies and technologies.
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The bottom line is this: Cash, in modest increments, has a role in any portfolio. But unless you are Warren Buffett, you should limit it to 2 or 3 percent.
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Narrative drives most of economics. Everything seems to be part of a story, and how that story is told often leads to critical error.
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If you are not making any mistakes, you are being excessively risk-averse. Investing involves risk, and that means you will occasionally be wrong. And although it is okay to be wrong, it is not okay to stay wrong.
