Former Soros Fund Manager Focuses On Select Stocks Amid Dangerous Market

When John Roque looks at the “markets,” what he sees is very different from that which most observers might deduce. While the health of the economy is often benchmarked by a rising stock market, Roque, a former technical market analyst for George Soros and now fund manager at Key Square Capital Management, sees bifurcation. What is behind the stock market advances is not a broad-based indication of overall business health, but rather the wealth effect that is showered on a few select stocks at the top.

[timeless]

Roque: In a world dominated by passive investing, focus on the top stocks in an index

In an era benchmarked by talk...