Global Investing

“It's tough to make predictions, especially about the future.” ― Yogi Berra

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ – Mark Twain

Yogi Berra and Mark Twain. 

Two of the most quoted people in the history of humanity.

Chances are if you're reading this, you've likely heard both of the above quotes before. I am far from being the first financial blogger to use them and I certainly won't be the last. 

We all nod our heads in agreement when we hear these two quotes, but the truth is we find it much more difficult to actually abide by their intentions. 

In last week’s post, I wrote about the evolution of Emerging Markets investing over the last ~40 years. In it, I shared this tweet from Morgan Housel: It reminded me… 

It felt great to be an investor in Emerging Markets in 2017. Thus far in 2018? Not so much. “Less than a year? That’s just noise”, you might say. “Let’s…