There is only one side of the market and it is not the bull side or the bear side, but the right side.
March 16, 2018
The other day, I was sitting in a restaurant with a friend watching a basketball game. My friend is also in the investment business. The game must have become boring because we started talking about the business. The change of topic caused my sub-conscious to activate. I found myself saying, “Geoff, it has always bothered me how the...