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The Importance of Macro Analysis in Predictions
A lot of viewers may be hearing your analysis and saying hey Jack you had someone on a few weeks ago and they were saying the exact opposite thing that the cyclical stocks is what you want to avoid. I think what's key to understand is number one obviously it's great to have a diversity of views and analyze them on their own merits but secondly and most importantly your macro analysis that you just laid out is not the fundamental driver of your predictions and your research. What we have just talked about is really just a preview what now let's get intoYou know your bread and butter of your analysis which is mayor so what does what does mayor stand for and and let's getting into it sure no