4min chapter

This Week in Intelligent Investing cover image

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

This Week in Intelligent Investing

CHAPTER

What Kind of Other Events Could Be in There?

Philip Boulden: Some non earnings out of left field problem i could really snowball into something worse. He says if your stocks being treated poorly when everything else is being handled quite well by the market, a, there might be something different going on in that case. "I just think there was so much money sloshing around in so many crazy things, and the valuations in certain things," he adds.

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