The Tide Theory of Investing: Navigating Valuation Premiums
Prop theory and how this can help anyone navigate markets
The ocean's tides are a natural phenomenon that has fascinated humans for centuries. The rhythmic rise and fall of the water is a constant reminder of the interconnectedness of all things. In a similar way, the market's valuation premiums can be seen as a reflection of the interconnectedness of different industries.
Just as one side of the planet experie…