FNArena’s Weekly Insights – November 13 2023
In this week’s Weekly Insights:
-Between Perception & Reality
-Conviction Calls & Best Ideas
By Rudi Filapek-Vandyck, Editor
Between Perception & Reality
Probably the biggest surprise I have come across over the past year or so is the observation that so many investors are firm believers in the ‘Market Knows All’ narrative; this idea that share price moves are highly efficient, because someone out there, on the other side, hiding in obscurity, knows something you and I are as yet not privy to.
Yet most of us will specifically refer to sentiment, bullish and/or bearish, and money flows when we discuss markets generally. It’s as if we have decided that trends and moves at the macro level occur through a two-way loop with human group sentiment, but at the individual stock level it all boils down to specific knowledge by those in-the-know.
