Several weeks ago, a reported 51 million people saw the “great debate”. The media reaction ranged from OMG to, “where’s the problem?”. This range of media response would seem to confirm our view that investors should seek a diverse exposure to information, as articulated in our blog, “The Importance of Maintaining Diverse Media Exposure“, posted July 3, 2024.
It would seem that agendas are a significant factor in the reporting of much of the news. Investors should be careful to parse the available information flow in an attempt to understand how specific events might affect portfolio decisions. Here at Sigma, we have access to a wide range of commentators and news sources, which our research team carefully assesses.
All comments and suggestions are welcome.
Walter J. Kirchberger CFA
