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In November last year I published Taking the market's temperature, which used the framework laid out by Howard Marks in his excellent book The Most Important Thing to take the pulse of the market and help determine what action we should be taking with our portfolios. Marks acknowledges the difficulties of judging where financial markets and economies might be headed, but I agree with him that it's a very good idea to at least get a feel for where we are currently to help guide your decisions. I won't rehash the analysis in this blog post, but instead I wanted to...

In November last year I published Taking the market's temperature, which used the framework laid out by Howard Marks in his excellent book The Most Important Thing to take the pulse of the market and help determine what action we should be taking with our portfolios. Marks acknowledges the difficulties of judging where financial markets and economies might be headed, but I agree with him that it's a very good idea to at least get a feel for where we are currently to help guide your decisions.

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