The Green Jacket Nobody Expected — Part 1: The Setup
As the Masters Tournament approaches, one of golf’s greatest comebacks offers a timely parallel for today’s markets. Just as Tiger Woods defied years of doubt to claim the green jacket in 2019, quality, earnings driven companies may be positioning for their own moment after being overlooked in a market dominated by hype and speculation. Expectations are low, narratives are set, and history suggests that’s often when conditions get interesting.