Understanding Stock Picking: The Importance of Naming and Market Dynamics

Well, we are back again with a few more thoughts on the current market environment. We thought we were done with this last week but great questions keep coming so here’s a bit more. Today we start with a delineation between the different jobs of stock picking. It can be a fantastic orienting tool that you might want to have handy in your investor backpack when you find yourself feeling lost in the woods. We revisit a very nasty pattern from the last two market downturns just in case we see it again we will all have a gentle reminder about it here, and chat a bit about market psychology readiness to evaluate any type of  “green shoots” or other catchy terms.