#50: Kiril Sokoloff On The Virtues Of Just Watching The River
Superinvestors and the Art of Worldly Wisdom
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Is the Cycle Turning?
C cane supposedly said, when the facts change, i change my mind. What was it that precipitated this change in thinking? Well, i was the biggest bull on disinflation, on the plan. In 19 82, i wrote a book called, tis inflation ending all aready. And we saw action in the markets indicating that those that had been left behind were starting to act better than the sectors they had done so well in prior ten yers. That was a signal to us that the cycle was turning.
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