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Alternative Market Briefing

Other Voices: How to take advantage of the current market sell-off

Wednesday, October 31, 2018

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Alex Gravish
By Alex Gavrish, Etalon Capital Ltd; author of "Story Investing"

Alex Gavrish explains why investors should roll-up their sleeves, identify the opportunity set and not be afraid making decisions

I recently went an exciting exhibition of Anni Albers works at Tate Modern. Albers is famous for integrating the ancient craft of weaving with modern art. Overall, the exhibition raises (in my view) the idea of the importance of knowing how to work with material, of having "material consciousness" - in any field, not only in art. And I think that investors can learn something from this as well.

At the exhibition I bought an interesting book "The Craftsman" by Richard Sennett. In the book, Sennett tells the following story. The painter Edgar Degas once remarked to poet Stephane Mallarme: "I have a wonderful idea for a poem but I can't seem to work it out". To this Mallarme replied: "My dear Edgar, poems are not made with ideas, they are made with words."

With current market sell-off many investors intuitively feel that there are opportunities in the market. But they are often confused and don't know what to do and where to begin. Instead of rolling up their sleeves and start working with the "material" - as Anni Albers did, they find themselves "buried......................

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