In a headline driven, volatile market like we’ve been traversing, it’s easy for investors to try to overcorrect their positioning. I’m referring to the whole “risk on, risk off” mentality.
A casual market observer probably sees a binary narrative. It seems like everything rides on a U.S./China trade deal.
After Howard Schultz resigned as Starbucks' CEO last June, I profiled the company's investment merits in a post. "It's coffee almost never goes on sale, but the stock is now," I wrote.