Three Market Narratives Driving Returns
- Three key narratives are driving recent stock market performance and will likely impact future returns:
- COVID-19, seasonal trends, and investor sentiment.
- Why I believe a dose of contrarianism is good for investment portfolios and investment counsel.
- Buffett, Templeton, and Dreman have all influenced my thinking.
- To build wealth, we need to invest. To maintain wealth, we need to diversify.
- To fortify these points: a few slides from the quarterly OPS Reference Guide.
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