Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

1 post found for February 2010

‘A butterfly flaps its wings in Athens and is heard in Beijing’

Industry investment research is often more useful in defining what assumptions are already factored into share prices than highlighting what is likely to move them going forward. Much of what passes for “analysis” in the investment industry is simply the extrapolation of current trends into perpetuity. So it should come as no surprise that market pundits, strategists and other investment operators nearly all agree that 2010 will look very similar to most of the years from the last decade: the global…