The year of investing dangerously -- The world of global macro -- Exploit your edge; eliminate your weakness I--beating the street -- Exploit your edge, eliminate your weakness II--battling yourself -- Identifying metrics -- The five factors : putting data to work -- The first factor : momentum--befriending the trend -- The second factor : the economy--headwind or tailwind for stocks? -- The third factor : liquidity--follow the money -- The fourth factor : psychology--greed versus fear -- The fifth factor : fundamentals and valuation -- Putting it together.
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