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Marketfield's Shaoul: Staying Ahead Of The Crowd

FYI: (Click On Article Title At Top Of Google Search)
Michael Shaoul, chief executive of Marketfield Asset Management, combs through economic data and corporate earnings in search of something—anything—that other investors are missing. He uses the nuggets unearthed to help shape his global macroeconomic calls, which in turn influence the $16 billion MainStay Marketfield Fund.
Regards,
Ted
https://www.google.com/search?newwindow=1&site=&source=hp&q=marketfield's+barron's&oq=marketfield's+barron's&gs_l=hp.3...1343.11268.0.11633.22.19.0.3.3.0.137.1395.18j1.19.0....0...1c.1.56.hp..7.15.968.MznmcmYQ5fY

Comments

  • I left marketfield when the kind folks at MFO pointed out asset bloat.
    Have a good weekend, Derf
  • Yeah, I left it a while ago too. It's down 10.58% YTD.
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