Thanks for following and the comment. I am enjoying this market rally but from the standpoint of a fully if not overpriced market. I’m focusing more on value at this stage and less on growth.
I look to you and Bob Elliot for color on the macro picture and you both have been invaluable to my positioning over the last few years. Over the last quarter, however, I've faded your views due simply to momentum. My investments focus primarily on infrastructure industrials, disruptive tech, and various insurers and they've returned handsomely over this time period. I look for and appreciate your daily updates and have tightened reins on consumer-facing holdings.
Thanks for following and the comment. I am enjoying this market rally but from the standpoint of a fully if not overpriced market. I’m focusing more on value at this stage and less on growth.
I look to you and Bob Elliot for color on the macro picture and you both have been invaluable to my positioning over the last few years. Over the last quarter, however, I've faded your views due simply to momentum. My investments focus primarily on infrastructure industrials, disruptive tech, and various insurers and they've returned handsomely over this time period. I look for and appreciate your daily updates and have tightened reins on consumer-facing holdings.
Thanks for what you do.