Two strategies that actually work

First, here’s what doesn’t work. Trying to decode the big macro thesis doesn’t work, at least not for us. Stanley Druckenmiller may be able to, but as football supporters could doubtless tell us, there’s only one Stanley Druckenmiller. Expecting either the financial media in general, or higher profile investment gurus in particular, to help us doesn’t work either. Note, for example, the Gell-Mann Amnesia effect to which Ben Hunt alludes in his recent commentary..

Two strategies that actually work