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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: mungofitch ✹🐝🐝🐝🐝 BRONZE
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Number: of 12537 
Subject: Re: Should I change how I invest? Confused in the U
Date: 11/06/2024 9:39 AM
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The key seems to be to invest in large groups that are in favour with the person in charge.
...
Wouldn’t Mr. Market have priced the anticipated winners higher than the losers? Others it would be a free lunch.

The "in favour" choices may become more obvious only over time. And of course Mr Market often gets things wrong, or is looking at other criteria.

You can also look at lobby expenditure, that's frequently a good guide to US returns.
http://www.datahelper.com/mi/search.phtml?nofool=y...
The 2011 article is about a firm (Strategas) that proposed to invest in the firms with the highest lobbying spend as a percentage of assets. In their backtest, it beat the S&P resoundingly. In terms of lobbying spend, giving away a million a day for a few weeks isn't much.

As with so many things that work in backtest (and often in reality), the real world financial product based on it has not been exciting. Roughly market tracking since launch a little under three years ago.

Jim
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