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Stephen Bosch's avatar

Howard Marks related the story of his son, who once said they should invest in Ford Motor Company because it had a new model in the pipeline.

Marks' response: "Who doesn't know that?"

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Pip McIntyre's avatar

I get my advantage by reading Klement on Investing

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Joachim Klement's avatar

Ha! :-)

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Zane's avatar

No edge over other investors on individual securities, but for me an edge over speculators through columns like Jason Zweig's The Intelligent Investor. Advice on investing, not investments.

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Joachim Klement's avatar

Absolutely agree. Jason is a friend and I really think his work is excellent.

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Darin Tuttle's avatar

Great, now run that same analysis on Elon’s Twitter feed!

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David Harper, CFA, FRM's avatar

I disagree. I don't read the WSJ or economist for a trading edge, nor for market commentary (sure it contains some of that). I read it to stay somewhat informed about trends and patterns in the business world, which indirectly influences my otherwise narrow world view. Here is an article they wrote on SPACs that contains a dataviz. I agree with one of the commenters wrote, "Great graphical depiction. Best I have seen." And regarding the Economist, it barely has any market market commentary ... I don't have time to read each Economist, but of course that publication would not be giving readers an direct "edge" in trading. It's about learning about the world; e.g., I've never been to China. Where else. I take the FT, it has excellent Big Reads.

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David Harper, CFA, FRM's avatar

thanks for banning me just for offering a different viewpoint. I'm a fan of your substack, I have shared it with my forum audience.

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Joachim Klement's avatar

I didn’t bN you for offering a different viewpoint but for posting a link to a commercial website. I don’t allow commercial offerings to be advertised on this site. I have no problem with your view, though I disagree with them. Keep’em coming.

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David Harper, CFA, FRM's avatar

oh okay, that's fair, thank you explaining the ban, cheers!

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