Ep. 594: The Fundamentals Never End with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
The Importance of Fundamentals in Portfolio Strategy
The disconnect is you can be the smartest guy on the planet. You can read everything under the sun, but that doesn't make a market move. What are the fundamentals that you could dream up for Tesla or gold? For example, Tesla, gold, Apple, Google, what fundamental information could you dream up for each of those? That's the disconnect here. If the market's not moving, you don't make money. If you don't making money, who cares? It's irrelevant.
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