I know one of my partners has been under tremendous pressure over the past couple of weeks. The recent volatility has hit his portfolio and with it came the inevitable questions from frustrated investors: Is the strategy still working? Has the methodology stopped working? Should we be doing something different? I understand what he has…
Investor expectations matter
Investors and traders spend an enormous amount of time trying to figure out what markets will do next. There is no shortage of indicators telling us what investors are thinking, what they are buying and what they are expecting. This came up in a call with some partners this morning and it reminded me why…