Investment reactions to The Superbowl

 

Mike Lipper’s Monday Morning Musings

Investment reactions to The Superbowl

 

The investment art is a psychological condition. After watching the television last night, I was struck by the following thoughts regarding our portfolios:

1. Winning by not losing.
2. Some advantages to smaller, faster players.
3. Several times during the game the winner had uncovered players.
4. Positioning was critical, moving the center from one side to the center.
5. Going back to a player who recently disappointed.
6. Having greater endurance.
7. Different markets work differently – the aggregate dollars spent on advertising was probably the same as the teams spent on the game, if not more. Did not move many viewers, but probably worked.

 I’d be happy to discuss these views with subscribers.

 

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