Say What Ya Like

[Mark Marcellus]

but most times these days I'm interested in macro market trends, and how to profit from them, so arguing about particular stocks seems a waste of time to me

Josef, if you don't mind my asking, why the focus on macro market trends as opposed to individual stocks? Your DD skills are second to none, and I can't imagine that you'd do poorly with a few carefully selected investments. Where do you see the advantages in focusing on the macro stuff, and what approach do you take?