It’s not often our head quant heads over from Texas, but when he does, I have a simple request: please bring a six-pack of Lone Star beer.
Lone Star, the “National Beer of Texas”, is brewed out in Fort Worth. It’s effectively their version of Tennent’s or Carling, but something about it being made in the land of the free just makes it taste better.
Our man in Houston, Tom Meyer, did not disappoint when he arrived at our office to give his presentation for The Southbank Investors’ Exhibition.
And while I appreciate the beer, he brought something else with him which I value even more – his analysis. Tom’s presentation is a masterclass on avoiding the unconscious biases that lead to ruinous returns for many investors. It’s also a guide on making cold, calculated plays in the stockmarket, regardless of external market information. He disregards data from governments and central banks, and looks simply at market prices to determine his trades.
And those trades can be to the upside or the downside. While Tom’s looking to make money in a rising stockmarket, he’s also prepped to profit from busts. As Davy Crockett once said, “You may all go to hell, and I will go to Texas.”
His presentation for The Southbank Investors’ Exhibition goes live today. If you’ve not got a ticket yet, you can get one here.
All the best,
Boaz Shoshan
Editor, Capital & Conflict
Category: Market updates