Mick Weinstein
380 posts
Having the humility to reassess your plan - rescuing it from failing to meet your needs - is a key part of successful investing.
Corporate earnings, total employment, retail sales, housing activity and bank lending are all significantly higher than they were a year ago.
The fund manager sees a particularly hostile "exhaustion syndrome" that has been a hallmark of the worst market outcomes in recent decades.
Tadas runs the invaluable Abnormal Returns blog, which provides a daily overview of the best finance and markets writing.