Have you noticed the sense of entitlement from investors left holding the bag in these growth stocks?
Why is that our problem?
The rest of the planet doesn’t care about your obsession with U.S. growth stocks. It’s a much bigger world out there.
Oh, you fell for that narrative about a female rock star portfolio manager?
Too bad.
Oh, you decided to buy stocks that historically do poorly in rising rate environments, during a rising rate environment?
Too bad. [Read more…]