In the world of finance, there are myriad investment themes today: Crude oil, China/India, Greece & all sovereign debt, a bumper-crop in USD, clean/efficient energy, oil spills, OTC derivatives regulation, and the advent of the commodity investor.
How does an individual or an investment committee make sense of the confluence of themes? Michael Mauboussin is an expert in decision making within the investment process and he has a game plan to help you figure it out.
He is the author of Think Twice: Harnessing the Power of Counterintuition
and he’s the Chief Investment Strategist of LMCM.
I do not have any positions to disclose in the securities mentioned.