Normal
I'm always cautious about being invested in anything which is undergoing a significant change that isn't routine business.If it's a good thing then be careful that the market hasn't already priced it in and falls the moment it happens.If it's a bad thing well it's bad.What does create a huge opportunity is things which look bad but really aren't so bad in practice. Opposite effect for things which sound good but don't mean much in reality.
I'm always cautious about being invested in anything which is undergoing a significant change that isn't routine business.
If it's a good thing then be careful that the market hasn't already priced it in and falls the moment it happens.
If it's a bad thing well it's bad.
What does create a huge opportunity is things which look bad but really aren't so bad in practice. Opposite effect for things which sound good but don't mean much in reality.
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