Macro Strategy Insights

The Fog of War and Markets

Markets often deal with their own version of “the fog of war.” We don’t know the economic data ahead of time. We don’t know what earnings will be (though apparently the industry still does an “amazing” job of generally underestimating them by just enough that stocks can bounce). We definitely don’t know what corporate leaders will say on their conference calls – though there tends to be some consistency over time. On the other hand, we have a LOT of tools at our disposal to analyze the things we want to predict in advance. From alternative data sources, to “channel ... The Fog of War and Markets

To access this report, please login.
If you don’t have an account, please reach out to your relationship manager or contact us at content@academysecurities.com