GO INTO THE LIGHT
The BEST & WORST opportunities on my screens (1ST EDITION).
I have long believed consistent Investing is equal parts:
focus on the Best opportunities in Markets (a strong OFFENSE).
avoid crowded/classic Traps (a strong DEFENSE).
If I had to pick one, Defense gets the edge:
Losses hurt more, so protecting against them is more important.
“The deeper the hole, the harder it is to climb out…” (a 20% loss needs a 25% gain to recover, for example).
As Bear Bryant once said, “Offense wins games… but Defense wins championships.”
In this new recurring series, we’ll discuss the Best & Worst charts on my screens, the signals I’m watching, and the potential medium-term/long-term implications.
It’s been a strong year for opportunistic, global investing — now entering the final stretch, it seems 2024 may still have some big surprises… Some of which could last well into 2025 (or beyond).
Let’s get started:
GO INTO THE LIGHT
Starting with *unequivocally* my Top contender here:
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