Argonautica

Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

1 post found for November 2018

‘The cruellest month’

 “April is the cruellest month, breeding lilacs out of the dead land, mixing memory and desire, stirring dull roots with spring rain” TS Eliot, The Waste Land, 1922    “October is the cruellest month, longs are going down on good numbers, shorts are going up on profit warnings, it’s getting darker outside with cold rain” BJ Norris, Argonautica Blog, 2018     Most investors will have been frustrated by the apparent cruelty of the stock market during October. Glamourous growth stocks got crushed.…