Weekly MOTR Report (WMR): “Focus Shifting From the ‘Stock Market’ to the ‘Market of Stocks’”

It may seem that we have been spending “too much time” on the market, and not enough time on individual stocks. One the one hand, that is true, but on the other hand, it has been a temporary necessity driven by the fact that we have been in a bear market since early 2021.

Recall that between 50-70% of what happens to a stock is determined by what happens to the market. . .

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