What do you do when one of the market thinkers you respect most makes a list of the market thinkers that HE respects most?
Well for starters, you pay close attention!
My friend Cullen Roche, who runs the indispensable blog The Pragmatic Capitalist, has put together a very special resource this week…
When it comes to market practitioners there is a small list of people I absolutely never miss. In my opinion, the following analysts or money managers have established themselves as the very best thinkers in our business. Most importantly, however, they have established themselves as being multidimensional. They not only understand the markets in which they practice, but they understand the dynamics that influence these markets and have developed a well-rounded and systematic process in understanding and analyzing these markets. A great market thinker does not only understand one market or sector.
He and I have some common names on our lists to be sure. So why does Cullen read James Montier and Jeffrey Gundlach and the rest? Head over to find out.