Investing in a Changing World
1- The world is not ending. But the rules are changing
2-Countries are re-thinking trade
3-This matter because trade is not just a political issue, but an economic engine.
4-Rethink the context for every investing decision
5- Do not rely on old models in a new world
6-Forecasting does not work in enviroments like this. It is not a flaw, it is a reality
7- Make probability, positioning your best friend
8-When uncertainty is high, discipline matters more.
9-Don’t confuse falling prices with rising risks. Markets go on sale. That is part of the cycle. The critical question is not “Will it go lowes?” it is “Am I being compensated fairly for the risk Im taking?”
10- US still remains a strong place to invest.