6 month outlooks
I have respect for commentators like Andrew Sheets but these 6 month prospective outlook commentaries should be coupled with a review of how outlooks from 6 months ago worked out. Unfortunately, the house view 6 months ago related to equities turned out to be very, very wrong. And I am a fan of your work. So have a show that analyzes where the mistakes were made, models turned out wrong, etc. and what’s changed if anything. That will give more credibility to forecasts going forward. In the absence of that, simply doing 6 months outlooks with no thoughtful retrospective analysis is just a sell job that when it actually turns out right, may be due to nothing but luck. Thanks.
Judith in Dallas via Apple Podcasts · United States of America · 06/28/23
More reviews of Thoughts on the Market
These are very well thought-through episodes, that are short, understandable and thus easily digestible, and have great take-aways.
@oldabe via Apple Podcasts · United States of America · 11/18/20
Interesting episode on haircuts and inflation. Prices are going up for haircuts but why pay? After watching YouTube tutorials for other parts of my life I decided to try it with my hair. No I didn’t shave my head but gave myself a normal men’s haircut with affordable buzzers and free YouTube....Read full review »
Ben232425 via Apple Podcasts · United States of America · 08/21/20
super informative
sdfgghtgbb via Apple Podcasts · United States of America · 04/14/21
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