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Get a firm handle on the subjective part of market action – what we call ‘Sentimentals’. What is moving and what is not. What is behind that movement. What is behind that co-movement. What the Market is telling itself is behind the movement. All this is important in the timely assessment of risks and opportunities as they unfold before us. Cantillon Consulting has been monitoring and interpreting such matters – as well as drawing useful inferences from them – for more than thirty years.
Acquire a solid grasp of the objective elements – broadly, the ‘Fundamentals’. Monitoring stocks as well as flows: balance sheets as well as income statements. What is key in the assessment of individual companies also holds true for industries at large and even for entire economies. Tracking how much money is moving, how forcefully it is flowing, and how its passage is moulding and re-shaping the financial landscape as it does so lies very much at the core of the approach. In short, become aware of the ‘Cantillon Effects’ at work in the world.