Highlights
- Most investors are of the impression that to do well over time as a momentum investor, one must buy the very best stocks of the future and hold them for years.
- While this is a reasonable impression, it turns out to not be the case at all. Look no further than Warren Buffett, who has done just fine without owning a single share of all but one of today's MAG7.
- Today's CMI is the first in a series of notes about some very surprising. . .