THE IMPORTANCE OF MACRO
THIS WEEK: Bitcoin, AMSL, Advanced Micro Devices, Coherent, ARM and the failed approach to diversification.
THE IMPORTANCE OF MACRO: It is extremely important to learn and understand global macro. Majority of a stock’s movement can be explained by the “big-picture” story, while company-specific movements only account for a fraction of their move. Most d…
Keep reading with a 7-day free trial
Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.