Strategic investment perspective is essential, but it doesn’t grow on trees. If you’re looking for context beyond the usual suspects, you’ll have to dig deeper. The good news is that there are lots of opportunities for mining strategic intelligence. Too many, perhaps. One of the biggest challenges in developing intuition about portfolio design and management is deciding where to cut off the analysis and start making actual investment decisions.
Daily Archives: January 10, 2011
VIOLENT OUTCOMES
Political assassination and the United States aren’t usually discussed in the same breath, but they are now. In the wake of the Arizona shooting rampage on Saturday at a public event that critically injured U.S. Rep. Gabrielle Giffords, killed a federal judge, and left more than a dozen others dead or wounded, morning in America today has a sad new meaning.