2021-sustainability-report-print-view 
Truemind Capital
JANUARY 16, 2024
Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term. In our view, the interest rate outlook still looks quite uncertain owing to prevailing Global disturbances.
The Big Picture
SEPTEMBER 12, 2022
And I think, you know, part of that is this ability to take a long-term view, right? So what happens next year, but being able to take a view out five, seven, 10 years much easier. BITTERLY MICHELL: … to one day and really trying to take that view, it doesn’t need to be out five years, but trying to take that view out several months.
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The Big Picture
AUGUST 15, 2023
RITHOLTZ: It’s all self-reported, right? But I’ve evolved that view over time to, “Hey, if you could get into the top decile.” I was happy to do it in that 10-year period solely because of my view of the market. And through that reporting, people have to generate performance. RITHOLTZ: What?
The Big Picture
MARCH 12, 2024
You know, if you, if your upside down, if you have a $200,000 home and a hundred thousand dollars mortgage, and there’s, and the consequence for not paying is ding on your credit report, you’re probably not supposed to pay is, is the position we took. So we took the, we took the view like, hey, that market’s not coming back.
The Big Picture
JANUARY 31, 2023
And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. So my name would go on the reports, but they would be under his, of course. What was it?
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