Gerry Frigon of Taylor Frigon Capital Management recently spoke about the importance of focusing on what is going on with the businesses of the individual companies to which one commits investment capital, rather than trying to guess the next geopolitical or economic move that will effect markets.
This is a theme we have often discussed in the past on the pages of this blog.
In the above video, he also balances that with some of the major structural issues that are important to keep an eye on out in the larger macro environment.
