In all periods of speculation, men sought not to be persuaded by the reality of things but to find excuses for escaping into the new world of fantasy.
- John Kenneth Galbraith
Welcome to Overlooked Indicators.
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I realized after 15+ years on the sell-side I had become one of those classic "dumb" bond guys that had limited investment knowledge outside of the fixed income world. Helpful for my career, not so much for developing a diversified asset management strategy. Fast forward a few years filled with intellectual curiosity, some investment success, and certainly several hard lessons learned, I've found great enjoyment trying to synthesize the causality in global markets into a cohesive investment plan.
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As the markets traverse uncharted territory rational expectations for risk, return, and correlation are tested. Overlooked Indicators stems from my process to understand these expectations and their investment implications.
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I hope you'll enjoy the content at Overlooked Indicators. I am not offering investment advice, but rather sharing market concepts I am currently contemplating.
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Feedback is welcome and encouraged.
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Warm regards -
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DD
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Contact:
