I completely agree with the fact that before COVID hit, "headlines gave us no real clue of what was about to unfold". Market did in a way though. And that's true for every "crisis". Market is all aboit perception and that’s exactly the point I try to make with my new substack: it’s not the content of the news that signals risk, it’s the structure. The volatility. How narratives form, spread, and shift that’s where the early signals often hide. Anyway interesting view so subscribed!
Well said : the market whispers are real. But I’ve seen too many people wait for a scream that never comes. Very few ever time it right but most just miss the ride.
I completely agree with the fact that before COVID hit, "headlines gave us no real clue of what was about to unfold". Market did in a way though. And that's true for every "crisis". Market is all aboit perception and that’s exactly the point I try to make with my new substack: it’s not the content of the news that signals risk, it’s the structure. The volatility. How narratives form, spread, and shift that’s where the early signals often hide. Anyway interesting view so subscribed!
Well said : the market whispers are real. But I’ve seen too many people wait for a scream that never comes. Very few ever time it right but most just miss the ride.