The Secret to Market Edge
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repricing. Now here's the real core lesson, and it's what your channel's going
to be about. Data releases don't move markets as much as the gap between data and
expectations. If everybody expects strong growth and we get strong growth, the market might
actually fall because it's already priced. If everybody expects weak growth and we get not that
weak, the market can rip because positioning was defensive and has to unwind.
That's why someone can have Bloomberg terminal access and still lose money. Information isn't
the edge. Interpreting the gap between expectations and reality and seeing positioning
is the edge. So what's next? What matters after today's close? This week is gonna
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