3min chapter

Hidden Forces cover image

Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken

Hidden Forces

CHAPTER

Investing in a Bull Market Narrative

i wonder how much that speaks to how valuation, or thinking about valuation, or valuing companies is out of vogue to day. And exciting bull market narratives and momentum investing is in because people don't have faith in their ability to value any whether it is the efficacy of the vaccine,. Whether it is the safety of the vaccine,whether it is the profitability of x y z company, what the ceo says, et cetera. All everyone's trying to do is basically coordinate around these sort of shelling points in space that facilitate larger panse schemes, which is what investing has become. There's a lot to think about, and it's, i'd not quite thought about it

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