IFA Magazine: The Future is Bright & Mayar Capital is Incredibly Optimistic!
We’ve seen more than our fair share of macro shocks over the past two years, from the covid-19 pandemic and supply chain disruptions, to the Ukraine war and high inflation. By now, no doubt, there’s a fully operational crystal ball at the top of every investor’s Christmas wish list.
But knowing the course of future events and making money from that knowledge are two very different things.
For an investor to profit from a macro-economic prediction, three conditions must be present:
The prediction must be correct
The predicted view must be different from the consensus (otherwise it would already be priced in)
It needs to be actionable. The investor must take a position in the market by buying or selling a security or entering some sort of financial contract where the outcome of that activity closely correlates, positively or negatively, with their prediction……….
Click the links to IFA Magazine / Wealth DFM to read more.