Below is a chart and brief excerpt from today's Early Look written by Macro analyst Christian Drake.
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The longer you do this the more you invariably come to appreciate the elegance in simplicity. And by not perpetually drowning readers in manufactured nuance, they will recognize when you’ve made a purposeful effort to highlight or elaborate on a specific dynamic. More broadly, it’s generally small but elegant conceptual pivots that provide for transformative evolution that catalyze a phase transition for a sector (or humanity). Consider the conceptual pivot associated with the AI/ML revolution in the visual below. That pivot led to a wholesale shift in terms of approach to AI and ushered in profound change as practical application with its increasingly ubiquitous integration in everyday application. If you sub “prices” in for “answers” in that visual, it’s a decent proxy representation for how the Hedgeye Quantitative Process (machine learning box) compares to “Classical” Investing (classical programming box). |
