Unhedged Commentary: The Rise of Fundamental Insensitivity

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Oliver Marti, Columbus Circle Investors

By Oliver Marti

Over my 25 years of equity research and investing, including the past 15 years managing a health care long-short strategy, I’ve witnessed many changes in what drives stock prices — including the influence of monetary policy decisions, the increased speed and amount of information (or misinformation) distribution and the significant decline...

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