opinion

The effects of policy announcements and socioeconomic events on the markets often only reveal themselves over the long term.

Like everyone, I’m trying to sort things out. What impact will tariffs have? How fast and far will AI grow? Can the stock market keep going up? Are we in a bubble? And is there anything I can do to find my bearings?

I don’t have answers to these questions, but there are some immutable market truths that can be useful in processing what’s going on.

Mind the gap

Markets react immediately to policy announcements and socioeconomic events, but there’s a time lag before the true impact is felt. During this gap, the reporting and analysis can be sloppy, speculative and of questionable value. Commentators and analysts jump to conclusions far too quickly in s

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