Taking The Temperature
The Memo by Howard Marks
How to Avoid Making Macro Calls Too Much
Investors at records of success with calls in markets like these are poor. It's very easy for something that's a little overpriced to go on to become demonstrably more so, and then turn into a raging bubble. Most of the time you have nothing to lose by abstaining from trying to adroitly get in and out of the markets.
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