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What Really Drives Stocks Higher?
Motley Fool Money
We're Not Always Bearish, but We're a Macro Firm.
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RBA is not always bearish. We started our firm in 2009 and 2010 because we thought we were entering one of the biggest bull markets of our careers. I don't want to make it sound like this is all hinds on deck bear market type stuff. There's times to be aggressive and there's times to calm down. Our portfolios end up being very much like our marketing line is they're like chameleons. They're the portfolios change their color depending on the environment.
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