Economics would offer the key to understanding markets if everyone made rational decisions. They don’t.

Michelle Borré‘s investment process starts by looking at the data and examining what’s happening in the real world. Emerging patterns aren’t often widely recognized. If you can quantify the upside potential and work to manage the downside risks, there is opportunity in investing in things that haven’t happened yet.

If you’re proven right, and recognize how things will play out before others do, the investment rewards can be considerable.

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