There are many interesting things happening globally every day, but nothing has dominated the worldwide news agenda like the recent US election and the first six months under President Trump.
Short-term market movements appear to have succumbed to a new input driver - the Trump Twitter account. While I fully accept the wisdom in being aware of one's immediate environment, I have always struggled with the short termism with which so many investors approach markets. VIX soars on rising US political tensions When analysing investment returns, I have always observed that short-term performance is dominated by noise and long-term results by fundamentals; noise tends to be highly unpredictable, fundamentals proving rather more reliable, with the odds most definitely on their ...
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