Zen and the art of going with the momentum

Go ‘double long’ on stocks, then sit back and enjoy the ride, says David C Stevenson.

In this week’s article I want to be deliberately daring, almost provocative! Why not be very, very bullish about equities by going long on risky, momentum-driven stocks for the long term?

Now let me say right from the get-go that personally I’m only cautiously bullish about equities at the moment. I can’t help but think we’re due a good thrashing in equities, with maybe a 5%, or even 10%, (downward) bump.

Yet I also see no reason to think that equities [...]

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