“Ignorant households” Who Have "Failed To Behave Rationally" Help Rally Continue

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Rupert Hargreaves
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Updated on

Is uncertainty actually a good thing? A look at what impact it has on economic sentiment

If the world functioned according to economic forecasts, last year would have possibly have been one of the most disastrous years for the stock market and global economy since the financial crisis. Heading into Brexit and the US Presidential Election, economists were predicting economic turmoil if the UK voted to leave the EU and the US voted Trump into office. If either of these scenarios unfolded, analysts proclaimed, uncertainty would dominate the business environment putting the brakes on investment and economic growth.

These forecasts are...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.Rupert covers everything value investing for ValueWalk