If you find yourself predicting what someone is going to say you probably aren’t really listening to them. If you’ve ever been in a “conversation” where someone keeps interrupting you or trying to finish your thoughts you probably found that to be a frustrating experience.
Listening is something we need to do deliberately because we are prediction machines and quick to jump to conclusions which risks missing the point of the story.
We write this every year as an exercise in listening and to reset our mindset towards the markets for the New Year. While the New Year has little impact on the fundamentals of the markets and economy it does impact the people who make up the markets and therefore is an important time in the stories, both long- and short-term.
As we have written about recently, this year we find the dollar in the center of the different stories the markets are telling. In this report we examine the current state of the change in the secular trend in interest rates as well as the more recent change in gold. We also find that leadership in the macro markets is increasingly coming from the more speculative corners of the markets which creates latent volatility in the markets. Click the button below to read the full report.
Cedars Hill Group is a boutique investment bank built by investors. We invite you to explore our Knowledge Base to learn more about how the markets and life are the same.
At CHG, we identify commonalities across diverse industries and partner with other experts to drive innovation in today's fast-paced and rapidly changing financial markets. Get in touch to learn how we can help you navigate your financial future.
Thank you