The Morning Meeting

Quotes Lessons & Thoug hts of the Week What drive people? Time in the market > Timing the market The secret of investing: go where the money is going to go Stay open minded and aware of your own biases How to spot change? None knows everything. Everything changes. Everything is connected. Use a spider web approach to spot change.  There is also a natural order to the evolution of things The concept of path dependency Technical analysis: price, time, volume, volatility We are in a secular bull market The four drivers of History are: Resources/Environment, Demographics, Technology, Socio(PoliticoEco)nomics. The current secular bull market is fuelled by a new generation of investors (retail millennials), a tech revolution, a major environmental challenge (from deflationary to reflationary setup) and a social imperative of negative real interest rates to protect social order at a time of growing divisions (the end of the neo liberal world) Millennials riding this bull Four aspec...