Tag "Nassim Taleb"
Playing the plan: Mawer’s Canadian small cap portfolio | EP68
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”
(Not) boring finds for March 2018
This week we considered the argument that leaders that take risks should have something to lose; revisited market swing psychology; scheduled time to think; and discovered the motivational poster business may still be hanging in there!* *
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.