Kentor asset management - investment advisor

In aggregate, the views of professional forecasters are a good proxy for information that has already been “priced in” by the market. by eliminating the most po r forecasts, one can identify outcomes that are more likely to occur. there are several good sources for determining professional consensus opinion, including the businessweek annual market forecast survey, the annual barron’s round, and the monthly merrill lynch global fund managers survey.
the ubiquity of the modern media makes just about everyone on the planet aware of important information overnight. for this reason, the mainstream print and television media are an excellent proxy for what investors believe as a group - since everyone knows immediately about whatever the media is reporting, and since what everyone knows is instantly discounted by the market, there is an inverse relationship between the attention devoted by the press to any single subject area and the likelihood of the problems or opportunities described impacting future stock prices. by collecting and analyzing media reporting in real time, kentor asset management identifies outcomes that are least likely to occur - and thus reduce the number of possibilities from which to choose.
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