The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
Impact of Elections on Your Portfolio
An election year throws up a series of questions on the outcome, approach, and tactics of political parties as they race to […]
Redo Asset Allocation
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, […]