
Infelizmente aquele report são slides de alguma apresentação dele, nem todos são self-explanatory (pelo menos para mim que sou meia lerda)
Fórum dedicado à discussão sobre os Mercados Financeiros - Bolsas de Valores
http://teste.caldeiraodebolsa.jornaldenegocios.pt/
http://teste.caldeiraodebolsa.jornaldenegocios.pt/viewtopic.php?f=3&t=71691
Pata-Hari Escreveu:Se o report for tão bom quanto as máximas, é certamente bom. Fiquei fan.
James Montier, strategist, deep thinker, financial sage, market historian and previously one-half of the dynamic duo at Societe Generale (the other being Albert Edwards), has moved on to Jeremy Grantham’s firm, GMO:
1. Markets Aren’t Efficient
2. Relative Performance is a Dangerous Game
3. This Time is Never Different
4. Valuation Matters (in the Long Run)
5. Wait for the “Fat” Pitch
6. Sentiment Matters
7. Leverage Can’t Turn a Bad Investment Good
8. Beware of Over Quantification
9. There is No Substitute for Skepticism
10. The Benefits of Cheap Insurance
Here’s the full report:
http://www.tradersnarrative.com/james-m ... -3364.html