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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (56089)9/25/2015 9:21:54 PM
From: Graham Osborn   of 78911
 
OT: I've struggled with the same macro question which threatens to lead me from the path of Graham and Buffett as I understand it. I've been playing with Soros's 3-dimensional structure. He writes of stock exposure, interest rate exposure, and currency exposure. For me it's more like macro/ commodity exposure, sector exposure, and then stock exposure. But I am still far from any sort of organized application of this to my portfolio.
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