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Russia in Ukraine: Let Loose the Dogs of War!

Musings on Markets

Slicing the data based on sector yields the following: Against, there are no surprises, with energy being the only sector to post positive returns and with consumer discretionary and technology generating the most negative returns.

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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

Implicit in this strategy is an absolute belief in mean reversion, i.e., that what goes down will almost always go back up, and that buying at the beaten down price and being willing to wait will therefore pay off. The evidence for this strategy comes from many sources.