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Be Patient, Don’t Outsmart Yourself

As investors, we often overcomplicate the process and end up outsmarting ourselves looking for a new contrarian idea when markets are clear about what is leadership and what is not. It’s an overused cliché but so many of us constantly “fight the trend” in attempt to be clever and smarter than everyone else. Of course, that’s what makes a market and creates the necessary wall of worry. However, many academic papers have proven relative performance trends have an uncanny record of persisting.

Let’s take a look at the clear leadership in the market, technology. My colleague Vito Racanelli discussed the software sector a few weeks ago in his Signal From Noise note and Tom Lee continues to outline a lengthy list of reasons why digital services are likely to continue to build out their importance in economies and markets with strong underlying fundamentals for additional growth.

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