When a trend develops across all of Kavelaars's five analytical prisms (fundamentals, valuations, momentum, positioning, policy), he feels obligated to act on that trend, otherwise the analytical process becomes meaningless.
normativepending
Speaker
Louie KavelaarsEvidence Quote
“if if something ticks all my boxes then I feel I have to go for it because otherwise what's the point of having a process?”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 7:21:20 AM
My Notes
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