I mentioned this a few weeks ago, but I don't think I've ever spent so much time thinking about the "macro" picture. Honestly, I don't like it. My passion lies in looking at individual businesses and quirky situations, not trying to decipher the the trajectory of the economy or how a virus will spread / slow.... but, for many businesses, it feels like you need to have a view on the economy / Covid in order to make an investment call.
Confused
Confused
Confused
I mentioned this a few weeks ago, but I don't think I've ever spent so much time thinking about the "macro" picture. Honestly, I don't like it. My passion lies in looking at individual businesses and quirky situations, not trying to decipher the the trajectory of the economy or how a virus will spread / slow.... but, for many businesses, it feels like you need to have a view on the economy / Covid in order to make an investment call.