I don’t even bother with those metrics. I invest in private equity funds, and the equities and real estate I manage I have been able to make sensible movements across the markets for decades. I studied economics and take a macro view of the investment environment. It’s not hard to realize there are moves to make when the fed is tightening and moves to make when the fed is loosening. It’s not hard to see shifting trends in the adoption of technology, media, and consumables.
You really can’t acknowledge that there are investments that specifically respond to interest rates, recession, war, natural disasters, etc?
You really can’t acknowledge that there are investments that specifically respond to interest rates, recession, war, natural disasters, etc?