Howard Marks: Why Investor Psychology Matters More Than Market Predictions
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Johnny Hopkins
8d agoen
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acquirersmultiple.comHoward Marks: Why Investor Psychology Matters More Than Market Predictionsacquirersmultiple.comInvestors rarely struggle because economic progress stops. More often, they struggle because expectations move far faster than underlying fundamentals. That distinction remains especially relevant as equity indexes hover near record levels while enthusiasm around artificial intelligence, technology spending, and corporate earnings continues to accelerate. During his recent interview with TBPN, ... Read More The post Howard Marks: Why Investor Psychology Matters More Than Market Predictions first appeared on The Acquirer's Multiple® .
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Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?
on.wsj.com·1mo ago

Top economist says AI just hasn’t delivered on the productivity hype—and it means a ‘painful repricing’ of markets is very possible
fortune.com·1d ago

Top economist says AI just hasn’t delivered on the productivity hype—and it means a ‘painful repricing’ of markets is very possible
FORTUNE·1d ago

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