Recap of the Best of Accrued Interest
How much do you account for macro in your fundamental analysis? Just factor that into the ERP and call it a day? High level bear/bull markets seem to cause the tide rise or fall, but do you generally try to tune out all that noise?
How much do you account for macro in your fundamental analysis? Just factor that into the ERP and call it a day? High level bear/bull markets seem to cause the tide rise or fall, but do you generally try to tune out all that noise?