How to Be a Profitable, Reasonably Priced Equities Trader

trader I think it's helpful to know some of the the fundamental tailwinds so that you know which which direction to err in when it comes to a given asset class but because I'm on the longer term side of the spectrum  I tend to look at what's going to do well over say a three to five year period while still trying to be cyclically aware. The classic 1640 portfolio is very much geared towards disinflation so it benefits from bond yields going down that allows equity valuations to structurally go higher and if we do enter a period of you know waves of inflation or on average above target inflation one of the ways to hedge all of your other otherwise disin