An investor behaviour quirk that can create opportunity
Share prices sometimes follow a narrative and other times the reverse is true, as recent examples show
The role of sentiment in iron-ore stocks
In a previous wire, we asked the question: "Where is iron-ore headed from here?". We suggested a clearing price around $100 USD/ton. The futures price hit that level...
Navigating a Pandemic: the Art
We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...
Profiting and protecting from investor psychology
People often ask Steve Johnson, ‘what’s your edge? What do you do differently that allows you to outperform?’ His answer is straightforward: “we don’t have a big team,...
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