BLOOMBERG Whatd You Miss July 13, 2024
But is quite rapid the last few days and it tells us more and more, volatility it is going to be here to stay. Patient capital, as it always has, will win. You have got to look at where the secular plays are going to take place in what is a Game Changing event, whether number one or number two or number three in my investment career. These are Game Changing events. Where is the secular story going to the cute the banking area . Names like ally. More online pension purchases, as i talked about with nike. You have got to think about where is the secular story going to be we will get a cyclical r...