Market Uncertainty
2 posts
David Einhorn on 2025 Markets: Uncertainty, Inflation, and Expensive StocksLast year was a waiting game. As David Einhorn put it in his recent fireside chat with Skagen, “We spent most of the year waiting to figure out who the next president of the Uni…
Howard Marks: The Investor’s Dilemma: Emotion, Uncertainty, and the Path ForwardInvesting, at its core, is not just about financial analysis or understanding market trends—it’s about managing emotions. As Howard Marks aptly put it during a fireside chat at …