Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
An investment decision making process should not be assumed to work in every investment environment.
Too often, investors fail to adapt to rapidly changing conditions and find themselves bending their rules and justifying their exposures based on narratives. Having a clearly defined and objective way to classify and identify market conditions can save considerable financial and mental capital. We’ll take a look at how I analyze markets and use the backdrop of a challenging 2018 as the case study.