Miner Company
When The President Names Your Stock: Lessons From Intel And Dell
Recent moves in Intel and Dell after presidential endorsements point to a recurring market-structure dynamic that deserves a specific evaluation discipline. I distinguish between Confirmed theses, where fundamentals predate the comment, and Created theses, which rest on sentiment alone.
Recent moves in Intel and Dell after presidential endorsements point to a recurring market-structure dynamic that deserves a specific evaluation discipline. I distinguish between Confirmed theses, where fundamentals predate the comment, and Created theses, which rest on sentiment alone.